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EXENCIAL WEALTH ADVISORS, LLC: MTB position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 61,628 MTB 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 61,628 shares
    Change vs previous 13F -2,802 shares

    0.4% of the 13F portfolio, value $12,739,832.

    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 64,430 shares
    Change vs previous 13F +35 shares

    0.41% of the 13F portfolio, value $12,981,300.

    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 64,395 shares
    Change vs previous 13F +8 shares

    0.41% of the 13F portfolio, value $12,725,835.

    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 64,387 shares
    Change vs previous 13F -2,401 shares

    0.44% of the 13F portfolio, value $12,490,353.

    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 66,788 shares
    Change vs previous 13F +23,265 shares

    0.44% of the 13F portfolio, value $11,938,406.

    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 43,523 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,182,733.

    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).