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EXENCIAL WEALTH ADVISORS, LLC: MSFT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 203,640 MSFT 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 203,640 shares
    Change vs previous 13F -1,915 shares

    2.34% of the 13F portfolio, value $75,381,308.

    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 205,555 shares
    Change vs previous 13F +854 shares

    3.15% of the 13F portfolio, value $99,410,663.

    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 204,701 shares
    Change vs previous 13F +6,150 shares

    3.46% of the 13F portfolio, value $106,024,977.

    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 198,551 shares
    Change vs previous 13F +4,355 shares

    3.48% of the 13F portfolio, value $98,761,266.

    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 194,196 shares
    Change vs previous 13F -887 shares

    2.7% of the 13F portfolio, value $72,899,346.

    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 195,083 shares
    Change vs previous 13F -4,876 shares

    3.03% of the 13F portfolio, value $82,227,488.

    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 199,959 shares
    Change vs previous 13F -4,958 shares

    3.1% of the 13F portfolio, value $86,042,485.

    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 204,917 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $91,587,596.

    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).