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EXENCIAL WEALTH ADVISORS, LLC: PDBC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 1,034,133 PDBC 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 1,034,133 shares
    Change vs previous 13F -3,488 shares

    0.56% of the 13F portfolio, value $17,911,182.

    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 1,037,621 shares
    Change vs previous 13F +42,470 shares

    0.44% of the 13F portfolio, value $13,748,473.

    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 995,151 shares
    Change vs previous 13F +46,935 shares

    0.44% of the 13F portfolio, value $13,364,883.

    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 948,216 shares
    Change vs previous 13F +16,889 shares

    0.44% of the 13F portfolio, value $12,364,741.

    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 931,327 shares
    Change vs previous 13F +4,722 shares

    0.47% of the 13F portfolio, value $12,693,991.

    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 926,605 shares
    Change vs previous 13F -124,705 shares

    0.44% of the 13F portfolio, value $12,036,596.

    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 1,051,310 shares
    Change vs previous 13F +18,091 shares

    0.51% of the 13F portfolio, value $14,119,092.

    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 1,033,219 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,516,727.

    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).