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EXENCIAL WEALTH ADVISORS, LLC: SSNC position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 46,893 SSNC 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 46,893 shares
    Change vs previous 13F -1,679 shares

    0.1% of the 13F portfolio, value $3,168,562.

    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 48,572 shares
    Change vs previous 13F -500 shares

    0.13% of the 13F portfolio, value $4,246,199.

    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 49,072 shares
    Change vs previous 13F +1,081 shares

    0.14% of the 13F portfolio, value $4,355,643.

    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 47,991 shares
    Change vs previous 13F -1,918 shares

    0.14% of the 13F portfolio, value $3,973,695.

    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 49,909 shares
    Change vs previous 13F +1,477 shares

    0.15% of the 13F portfolio, value $4,168,936.

    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 48,432 shares
    Change vs previous 13F -1,183 shares

    0.14% of the 13F portfolio, value $3,670,209.

    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 49,615 shares
    Change vs previous 13F -1,335 shares

    0.13% of the 13F portfolio, value $3,681,954.

    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 50,950 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,193,063.

    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).