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EXENCIAL WEALTH ADVISORS, LLC: KDP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on KDP, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 74,164 KDP shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 74,164 shares
    Change vs previous 13F +155 shares

    0.06% of the 13F portfolio, value $1,952,747.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 74,009 shares
    Change vs previous 13F +2,689 shares

    0.07% of the 13F portfolio, value $2,072,986.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 71,320 shares
    Change vs previous 13F +623 shares

    0.06% of the 13F portfolio, value $1,819,381.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 70,697 shares
    Change vs previous 13F +1,037 shares

    0.08% of the 13F portfolio, value $2,337,231.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 69,660 shares
    Change vs previous 13F +1,566 shares

    0.09% of the 13F portfolio, value $2,383,761.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 68,094 shares
    Change vs previous 13F -6,030 shares

    0.08% of the 13F portfolio, value $2,187,174.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 74,124 shares
    Change vs previous 13F -41,145 shares

    0.1% of the 13F portfolio, value $2,778,161.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 115,269 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,850,000.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).