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EXENCIAL WEALTH ADVISORS, LLC: SPHY position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 69,654 SPHY 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 69,654 shares
    Change vs previous 13F +2,715 shares

    0.05% of the 13F portfolio, value $1,624,332.

    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 66,939 shares
    Change vs previous 13F +2,026 shares

    0.05% of the 13F portfolio, value $1,584,447.

    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 64,913 shares
    Change vs previous 13F +6,042 shares

    0.05% of the 13F portfolio, value $1,554,018.

    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 58,871 shares
    Change vs previous 13F +2,455 shares

    0.05% of the 13F portfolio, value $1,401,130.

    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 56,416 shares
    Change vs previous 13F +2,794 shares

    0.05% of the 13F portfolio, value $1,321,263.

    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 53,622 shares
    Change vs previous 13F +2,912 shares

    0.05% of the 13F portfolio, value $1,258,499.

    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 50,710 shares
    Change vs previous 13F -1,665 shares

    0.04% of the 13F portfolio, value $1,219,585.

    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 52,375 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,216,676.

    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).