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EXENCIAL WEALTH ADVISORS, LLC: RSP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 415,109 RSP 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 415,109 shares
    Change vs previous 13F +60,107 shares

    2.48% of the 13F portfolio, value $79,667,694.

    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 355,002 shares
    Change vs previous 13F +16,113 shares

    2.15% of the 13F portfolio, value $68,004,140.

    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 338,889 shares
    Change vs previous 13F +44,269 shares

    2.1% of the 13F portfolio, value $64,287,157.

    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 294,620 shares
    Change vs previous 13F +56,717 shares

    1.89% of the 13F portfolio, value $53,544,269.

    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 237,903 shares
    Change vs previous 13F -90,616 shares

    1.53% of the 13F portfolio, value $41,211,928.

    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 328,519 shares
    Change vs previous 13F +125,450 shares

    2.12% of the 13F portfolio, value $57,566,350.

    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 203,069 shares
    Change vs previous 13F +3,868 shares

    1.31% of the 13F portfolio, value $36,381,802.

    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 199,201 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $32,724,716.

    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).