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EXENCIAL WEALTH ADVISORS, LLC: NVO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 36,257 NVO 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 36,257 shares
    Change vs previous 13F +5,631 shares

    0.04% of the 13F portfolio, value $1,332,431.

    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 30,626 shares
    Change vs previous 13F +4,721 shares

    0.05% of the 13F portfolio, value $1,558,254.

    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 25,905 shares
    Change vs previous 13F +1,083 shares

    0.05% of the 13F portfolio, value $1,437,494.

    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 24,822 shares
    Change vs previous 13F +1,221 shares

    0.06% of the 13F portfolio, value $1,713,202.

    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 23,601 shares
    Change vs previous 13F +507 shares

    0.06% of the 13F portfolio, value $1,638,861.

    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 23,094 shares
    Change vs previous 13F +124 shares

    0.07% of the 13F portfolio, value $1,986,516.

    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 22,970 shares
    Change vs previous 13F +594 shares

    0.1% of the 13F portfolio, value $2,735,039.

    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 22,376 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,193,956.

    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).