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EXENCIAL WEALTH ADVISORS, LLC: PFE position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 81,932 PFE 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 81,932 shares
    Change vs previous 13F +1,076 shares

    0.07% of the 13F portfolio, value $2,300,662.

    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 80,856 shares
    Change vs previous 13F +1,110 shares

    0.06% of the 13F portfolio, value $2,013,311.

    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 79,746 shares
    Change vs previous 13F +9,198 shares

    0.07% of the 13F portfolio, value $2,031,929.

    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 70,548 shares
    Change vs previous 13F -6,168 shares

    0.06% of the 13F portfolio, value $1,710,084.

    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 76,716 shares
    Change vs previous 13F +1,254 shares

    0.07% of the 13F portfolio, value $1,943,980.

    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 75,462 shares
    Change vs previous 13F -1,614 shares

    0.07% of the 13F portfolio, value $2,002,001.

    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 77,076 shares
    Change vs previous 13F -5,233 shares

    0.08% of the 13F portfolio, value $2,230,592.

    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 82,309 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,303,003.

    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).