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EXENCIAL WEALTH ADVISORS, LLC: LQD position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 58,823 LQD 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 58,823 shares
    Change vs previous 13F +2,961 shares

    0.2% of the 13F portfolio, value $6,411,067.

    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 55,862 shares
    Change vs previous 13F +5,986 shares

    0.19% of the 13F portfolio, value $6,155,419.

    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 49,876 shares
    Change vs previous 13F +2,751 shares

    0.18% of the 13F portfolio, value $5,559,721.

    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 47,125 shares
    Change vs previous 13F -17,151 shares

    0.18% of the 13F portfolio, value $5,165,414.

    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 64,276 shares
    Change vs previous 13F -1,514 shares

    0.26% of the 13F portfolio, value $6,986,204.

    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 65,790 shares
    Change vs previous 13F +3,599 shares

    0.26% of the 13F portfolio, value $7,029,007.

    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 62,191 shares
    Change vs previous 13F -1,112 shares

    0.25% of the 13F portfolio, value $7,026,286.

    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 63,303 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,780,989.

    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).