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EXENCIAL WEALTH ADVISORS, LLC: MGC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 80,666 MGC 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 80,666 shares
    Change vs previous 13F -2,469 shares

    0.59% of the 13F portfolio, value $19,065,411.

    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 83,135 shares
    Change vs previous 13F -3,330 shares

    0.66% of the 13F portfolio, value $20,880,894.

    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 86,465 shares
    Change vs previous 13F -2,995 shares

    0.69% of the 13F portfolio, value $21,105,153.

    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 89,460 shares
    Change vs previous 13F +1,066 shares

    0.71% of the 13F portfolio, value $20,121,319.

    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 88,394 shares
    Change vs previous 13F -2,309 shares

    0.66% of the 13F portfolio, value $17,800,736.

    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 90,703 shares
    Change vs previous 13F -2,477 shares

    0.71% of the 13F portfolio, value $19,288,950.

    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 93,180 shares
    Change vs previous 13F +262 shares

    0.69% of the 13F portfolio, value $19,254,701.

    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 92,918 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $18,331,706.

    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).