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EXENCIAL WEALTH ADVISORS, LLC: QCOM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 3,181 QCOM 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 3,181 shares
    Change vs previous 13F -2,122 shares

    0.01% of the 13F portfolio, value $409,674.

    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 5,303 shares
    Change vs previous 13F -78,685 shares

    0.03% of the 13F portfolio, value $907,020.

    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 83,988 shares
    Change vs previous 13F -1,779 shares

    0.46% of the 13F portfolio, value $13,972,187.

    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 85,767 shares
    Change vs previous 13F -3,568 shares

    0.48% of the 13F portfolio, value $13,659,265.

    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 89,335 shares
    Change vs previous 13F -602 shares

    0.51% of the 13F portfolio, value $13,722,718.

    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 89,937 shares
    Change vs previous 13F -705 shares

    0.51% of the 13F portfolio, value $13,816,185.

    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 90,642 shares
    Change vs previous 13F -2,272 shares

    0.55% of the 13F portfolio, value $15,413,757.

    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 92,914 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $18,506,646.

    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).