Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: PH position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 4,632 PH 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 4,632 shares
    Change vs previous 13F -149 shares

    0.13% of the 13F portfolio, value $4,146,761.

    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 4,781 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $4,202,092.

    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 4,775 shares
    Change vs previous 13F -328 shares

    0.12% of the 13F portfolio, value $3,620,152.

    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 5,103 shares
    Change vs previous 13F +2,954 shares

    0.13% of the 13F portfolio, value $3,563,951.

    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 2,149 shares
    Change vs previous 13F +163 shares

    0.05% of the 13F portfolio, value $1,306,277.

    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 1,986 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $1,262,839.

    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 1,989 shares
    Change vs previous 13F -245 shares

    0.05% of the 13F portfolio, value $1,256,740.

    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 2,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,130,190.

    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).