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EXENCIAL WEALTH ADVISORS, LLC: SPEM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 95,859 SPEM 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 95,859 shares
    Change vs previous 13F -1,479 shares

    0.14% of the 13F portfolio, value $4,496,753.

    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 97,338 shares
    Change vs previous 13F +1,593 shares

    0.14% of the 13F portfolio, value $4,556,402.

    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 95,745 shares
    Change vs previous 13F -2,972 shares

    0.15% of the 13F portfolio, value $4,481,841.

    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 98,717 shares
    Change vs previous 13F -607 shares

    0.15% of the 13F portfolio, value $4,219,166.

    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 99,324 shares
    Change vs previous 13F -4,616 shares

    0.14% of the 13F portfolio, value $3,910,380.

    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 103,940 shares
    Change vs previous 13F +171 shares

    0.15% of the 13F portfolio, value $3,988,172.

    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 103,769 shares
    Change vs previous 13F -1,223 shares

    0.15% of the 13F portfolio, value $4,283,585.

    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 104,992 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,955,059.

    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).