Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: LHX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 56,235 LHX 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 56,235 shares
    Change vs previous 13F -14,927 shares

    0.6% of the 13F portfolio, value $19,409,432.

    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 71,162 shares
    Change vs previous 13F -25,745 shares

    0.66% of the 13F portfolio, value $20,891,016.

    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 96,907 shares
    Change vs previous 13F -1 shares

    0.96% of the 13F portfolio, value $29,596,240.

    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 96,908 shares
    Change vs previous 13F -3,525 shares

    0.86% of the 13F portfolio, value $24,308,429.

    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 100,433 shares
    Change vs previous 13F +22,316 shares

    0.78% of the 13F portfolio, value $21,021,567.

    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 78,117 shares
    Change vs previous 13F -822 shares

    0.6% of the 13F portfolio, value $16,426,516.

    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 78,939 shares
    Change vs previous 13F -24,766 shares

    0.68% of the 13F portfolio, value $18,777,141.

    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 103,705 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $23,290,111.

    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).