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EXENCIAL WEALTH ADVISORS, LLC: OGS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 10,396 OGS 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 10,396 shares
    Change vs previous 13F -2,279 shares

    0.03% of the 13F portfolio, value $895,408.

    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 12,675 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $979,144.

    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 12,653 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $1,024,134.

    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 12,583 shares
    Change vs previous 13F -5,753 shares

    0.03% of the 13F portfolio, value $904,215.

    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 18,336 shares
    Change vs previous 13F -2,993 shares

    0.05% of the 13F portfolio, value $1,386,019.

    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 21,329 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $1,477,034.

    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 21,331 shares
    Change vs previous 13F -1,333 shares

    0.06% of the 13F portfolio, value $1,587,454.

    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 22,664 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,447,097.

    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).