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EXENCIAL WEALTH ADVISORS, LLC: MRGR position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 29,101 MRGR 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 29,101 shares
    Change vs previous 13F +1,905 shares

    0.04% of the 13F portfolio, value $1,311,591.

    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 27,196 shares
    Change vs previous 13F +1,183 shares

    0.04% of the 13F portfolio, value $1,210,352.

    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 26,013 shares
    Change vs previous 13F -960 shares

    0.04% of the 13F portfolio, value $1,122,700.

    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 26,973 shares
    Change vs previous 13F +1,366 shares

    0.04% of the 13F portfolio, value $1,132,483.

    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 25,607 shares
    Change vs previous 13F +1,130 shares

    0.04% of the 13F portfolio, value $1,069,108.

    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 24,477 shares
    Change vs previous 13F +1,352 shares

    0.04% of the 13F portfolio, value $1,003,636.

    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 23,125 shares
    Change vs previous 13F +895 shares

    0.03% of the 13F portfolio, value $967,105.

    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 22,230 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $893,837.

    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).