Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: MCHP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 33,232 MCHP 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 33,232 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $2,147,134.

    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 33,277 shares
    Change vs previous 13F -816 shares

    0.07% of the 13F portfolio, value $2,120,438.

    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 34,093 shares
    Change vs previous 13F -8,177 shares

    0.07% of the 13F portfolio, value $2,189,441.

    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 42,270 shares
    Change vs previous 13F +12,639 shares

    0.1% of the 13F portfolio, value $2,974,575.

    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 29,631 shares
    Change vs previous 13F +123 shares

    0.05% of the 13F portfolio, value $1,434,445.

    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 29,508 shares
    Change vs previous 13F -702 shares

    0.06% of the 13F portfolio, value $1,692,273.

    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 30,210 shares
    Change vs previous 13F -550 shares

    0.09% of the 13F portfolio, value $2,425,551.

    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 30,760 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,814,577.

    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).