Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: MUB position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 65,130 MUB 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 65,130 shares
    Change vs previous 13F +4,102 shares

    0.21% of the 13F portfolio, value $6,913,567.

    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 61,028 shares
    Change vs previous 13F +210 shares

    0.21% of the 13F portfolio, value $6,536,713.

    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 60,818 shares
    Change vs previous 13F +7,234 shares

    0.21% of the 13F portfolio, value $6,476,502.

    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 53,584 shares
    Change vs previous 13F -7,084 shares

    0.2% of the 13F portfolio, value $5,598,476.

    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 60,668 shares
    Change vs previous 13F +5,815 shares

    0.24% of the 13F portfolio, value $6,396,880.

    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 54,853 shares
    Change vs previous 13F -1,168 shares

    0.22% of the 13F portfolio, value $5,844,593.

    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 56,021 shares
    Change vs previous 13F +3,984 shares

    0.22% of the 13F portfolio, value $6,085,548.

    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 52,037 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,544,556.

    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).