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EXENCIAL WEALTH ADVISORS, LLC: MDT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 8,480 MDT 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 8,480 shares
    Change vs previous 13F -130,901 shares

    0.02% of the 13F portfolio, value $734,809.

    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 139,381 shares
    Change vs previous 13F -3,686 shares

    0.42% of the 13F portfolio, value $13,388,902.

    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 143,067 shares
    Change vs previous 13F -69 shares

    0.44% of the 13F portfolio, value $13,625,720.

    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 143,136 shares
    Change vs previous 13F -6,452 shares

    0.44% of the 13F portfolio, value $12,477,207.

    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 149,588 shares
    Change vs previous 13F +730 shares

    0.5% of the 13F portfolio, value $13,442,014.

    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 148,858 shares
    Change vs previous 13F -27,569 shares

    0.44% of the 13F portfolio, value $11,890,739.

    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 176,427 shares
    Change vs previous 13F -5,631 shares

    0.57% of the 13F portfolio, value $15,883,706.

    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 182,058 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $14,329,775.

    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).