Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: ONMD position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 8,377,559 ONMD 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 8,377,559 shares
    Change vs previous 13F +4,732,698 shares

    0.22% of the 13F portfolio, value $7,121,763.

    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 3,644,861 shares
    Change vs previous 13F +45,401 shares

    0.13% of the 13F portfolio, value $4,009,347.

    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 3,599,460 shares
    Change vs previous 13F +2,107,598 shares

    0.13% of the 13F portfolio, value $3,923,411.

    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 1,491,862 shares
    Change vs previous 13F +45,448 shares

    0.03% of the 13F portfolio, value $850,511.

    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 1,446,414 shares
    Change vs previous 13F -1,422 shares

    0.03% of the 13F portfolio, value $781,064.

    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 1,447,836 shares
    Change vs previous 13F -1,653,882 shares

    0.07% of the 13F portfolio, value $1,969,057.

    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 3,101,718 shares
    Change vs previous 13F -34,078 shares

    0.07% of the 13F portfolio, value $1,896,080.

    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 3,135,796 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,080,920.

    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).