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EXENCIAL WEALTH ADVISORS, LLC: META position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 49,970 META 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 49,970 shares
    Change vs previous 13F -2,885 shares

    0.89% of the 13F portfolio, value $28,589,382.

    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 52,855 shares
    Change vs previous 13F -2,651 shares

    1.1% of the 13F portfolio, value $34,888,900.

    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 55,506 shares
    Change vs previous 13F -3,673 shares

    1.33% of the 13F portfolio, value $40,762,189.

    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 59,179 shares
    Change vs previous 13F -2,142 shares

    1.54% of the 13F portfolio, value $43,679,214.

    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 61,321 shares
    Change vs previous 13F -6,970 shares

    1.31% of the 13F portfolio, value $35,343,148.

    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 68,291 shares
    Change vs previous 13F -999 shares

    1.47% of the 13F portfolio, value $39,985,133.

    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 69,290 shares
    Change vs previous 13F -2,350 shares

    1.43% of the 13F portfolio, value $39,664,519.

    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 71,640 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $36,122,194.

    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).