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EXENCIAL WEALTH ADVISORS, LLC: PFF position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 170,540 PFF 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 170,540 shares
    Change vs previous 13F +1,236 shares

    0.16% of the 13F portfolio, value $5,170,768.

    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 169,304 shares
    Change vs previous 13F -1,579 shares

    0.17% of the 13F portfolio, value $5,241,639.

    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 170,883 shares
    Change vs previous 13F +10,815 shares

    0.18% of the 13F portfolio, value $5,403,321.

    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 160,068 shares
    Change vs previous 13F -13,724 shares

    0.17% of the 13F portfolio, value $4,910,899.

    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 173,792 shares
    Change vs previous 13F -3,221 shares

    0.2% of the 13F portfolio, value $5,340,631.

    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 177,013 shares
    Change vs previous 13F -6,694 shares

    0.2% of the 13F portfolio, value $5,565,284.

    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 183,707 shares
    Change vs previous 13F -9,922 shares

    0.22% of the 13F portfolio, value $6,104,599.

    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 193,629 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,108,993.

    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).