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EXENCIAL WEALTH ADVISORS, LLC: SGOV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 542,889 SGOV 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 542,889 shares
    Change vs previous 13F -42,839 shares

    1.7% of the 13F portfolio, value $54,647,242.

    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 585,728 shares
    Change vs previous 13F +139,219 shares

    1.86% of the 13F portfolio, value $58,795,398.

    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 446,509 shares
    Change vs previous 13F +38,122 shares

    1.47% of the 13F portfolio, value $44,963,464.

    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 408,387 shares
    Change vs previous 13F -20,399 shares

    1.45% of the 13F portfolio, value $41,120,476.

    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 428,786 shares
    Change vs previous 13F -47,336 shares

    1.6% of the 13F portfolio, value $43,165,905.

    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 476,122 shares
    Change vs previous 13F -17,039 shares

    1.76% of the 13F portfolio, value $47,764,600.

    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 493,161 shares
    Change vs previous 13F -39,334 shares

    1.79% of the 13F portfolio, value $49,671,139.

    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 532,495 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $53,627,583.

    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).