Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: NEAR position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 126,269 NEAR 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 126,269 shares
    Change vs previous 13F +6,340 shares

    0.2% of the 13F portfolio, value $6,418,868.

    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 119,929 shares
    Change vs previous 13F +14,867 shares

    0.19% of the 13F portfolio, value $6,128,360.

    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 105,062 shares
    Change vs previous 13F +5,422 shares

    0.18% of the 13F portfolio, value $5,387,603.

    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 99,640 shares
    Change vs previous 13F -9,182 shares

    0.18% of the 13F portfolio, value $5,091,606.

    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 108,822 shares
    Change vs previous 13F -7,852 shares

    0.2% of the 13F portfolio, value $5,535,758.

    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 116,674 shares
    Change vs previous 13F +6,178 shares

    0.22% of the 13F portfolio, value $5,892,034.

    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 110,496 shares
    Change vs previous 13F -1,070 shares

    0.2% of the 13F portfolio, value $5,661,822.

    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 111,566 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,615,122.

    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).