Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: LOW position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 17,387 LOW 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 17,387 shares
    Change vs previous 13F -957 shares

    0.13% of the 13F portfolio, value $4,108,092.

    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 18,344 shares
    Change vs previous 13F -1,444 shares

    0.14% of the 13F portfolio, value $4,423,884.

    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 19,788 shares
    Change vs previous 13F +474 shares

    0.16% of the 13F portfolio, value $4,972,982.

    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 19,314 shares
    Change vs previous 13F +3,441 shares

    0.15% of the 13F portfolio, value $4,285,095.

    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 15,873 shares
    Change vs previous 13F +26 shares

    0.14% of the 13F portfolio, value $3,702,106.

    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 15,847 shares
    Change vs previous 13F -574 shares

    0.14% of the 13F portfolio, value $3,911,033.

    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 16,421 shares
    Change vs previous 13F -471 shares

    0.16% of the 13F portfolio, value $4,447,523.

    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 16,892 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,724,044.

    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).