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EXENCIAL WEALTH ADVISORS, LLC: RTO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 58,863 RTO 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 58,863 shares
    Change vs previous 13F +5,560 shares

    0.06% of the 13F portfolio, value $1,852,997.

    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 53,303 shares
    Change vs previous 13F +2,580 shares

    0.05% of the 13F portfolio, value $1,570,305.

    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 50,723 shares
    Change vs previous 13F +2,804 shares

    0.04% of the 13F portfolio, value $1,280,761.

    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 47,919 shares
    Change vs previous 13F +2,934 shares

    0.04% of the 13F portfolio, value $1,150,066.

    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 44,985 shares
    Change vs previous 13F +1,453 shares

    0.04% of the 13F portfolio, value $1,030,153.

    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 43,532 shares
    Change vs previous 13F +972 shares

    0.04% of the 13F portfolio, value $1,102,226.

    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 42,560 shares
    Change vs previous 13F +2,204 shares

    0.04% of the 13F portfolio, value $1,061,022.

    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 40,356 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,196,550.

    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).