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EXENCIAL WEALTH ADVISORS, LLC: ORCL position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 20,455 ORCL 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 20,455 shares
    Change vs previous 13F -3,717 shares

    0.09% of the 13F portfolio, value $3,009,162.

    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 24,172 shares
    Change vs previous 13F -37,282 shares

    0.15% of the 13F portfolio, value $4,711,363.

    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 61,454 shares
    Change vs previous 13F -17,617 shares

    0.56% of the 13F portfolio, value $17,283,262.

    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 79,071 shares
    Change vs previous 13F -30,975 shares

    0.61% of the 13F portfolio, value $17,287,322.

    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 110,046 shares
    Change vs previous 13F -8,425 shares

    0.57% of the 13F portfolio, value $15,385,465.

    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 118,471 shares
    Change vs previous 13F -30,281 shares

    0.73% of the 13F portfolio, value $19,741,995.

    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 148,752 shares
    Change vs previous 13F -8,248 shares

    0.91% of the 13F portfolio, value $25,347,316.

    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 157,000 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $22,168,431.

    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).