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EXENCIAL WEALTH ADVISORS, LLC: SCZ position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 179,876 SCZ 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 179,876 shares
    Change vs previous 13F -2,188 shares

    0.44% of the 13F portfolio, value $14,104,053.

    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 182,064 shares
    Change vs previous 13F -216 shares

    0.45% of the 13F portfolio, value $14,115,390.

    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 182,280 shares
    Change vs previous 13F -3,018 shares

    0.46% of the 13F portfolio, value $13,984,498.

    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 185,298 shares
    Change vs previous 13F -2,474 shares

    0.47% of the 13F portfolio, value $13,467,459.

    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 187,772 shares
    Change vs previous 13F -1,792 shares

    0.44% of the 13F portfolio, value $11,929,141.

    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 189,564 shares
    Change vs previous 13F -663 shares

    0.42% of the 13F portfolio, value $11,516,021.

    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 190,227 shares
    Change vs previous 13F -3,443 shares

    0.46% of the 13F portfolio, value $12,878,377.

    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 193,670 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $11,937,807.

    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).