Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: MA position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 33,240 MA 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 33,240 shares
    Change vs previous 13F -12,088 shares

    0.52% of the 13F portfolio, value $16,608,931.

    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 45,328 shares
    Change vs previous 13F -2,241 shares

    0.82% of the 13F portfolio, value $25,876,720.

    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 47,569 shares
    Change vs previous 13F +1,117 shares

    0.88% of the 13F portfolio, value $27,057,801.

    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 46,452 shares
    Change vs previous 13F -1,770 shares

    0.92% of the 13F portfolio, value $26,103,507.

    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 48,222 shares
    Change vs previous 13F -7,404 shares

    0.98% of the 13F portfolio, value $26,431,630.

    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 55,626 shares
    Change vs previous 13F -1,230 shares

    1.08% of the 13F portfolio, value $29,290,980.

    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 56,856 shares
    Change vs previous 13F -1,055 shares

    1.01% of the 13F portfolio, value $28,075,288.

    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 57,911 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $25,547,969.

    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).