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EXENCIAL WEALTH ADVISORS, LLC: MLM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 25,795 MLM 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 25,795 shares
    Change vs previous 13F -991 shares

    0.47% of the 13F portfolio, value $15,184,999.

    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 26,786 shares
    Change vs previous 13F -611 shares

    0.53% of the 13F portfolio, value $16,678,726.

    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 27,397 shares
    Change vs previous 13F -190 shares

    0.56% of the 13F portfolio, value $17,267,633.

    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 27,587 shares
    Change vs previous 13F +7,578 shares

    0.53% of the 13F portfolio, value $15,143,978.

    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 20,009 shares
    Change vs previous 13F +19,530 shares

    0.35% of the 13F portfolio, value $9,566,885.

    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 479 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $247,404.

    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 570 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $307,013.

    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 695 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $376,551.

    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).