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EXENCIAL WEALTH ADVISORS, LLC: STIP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 181,263 STIP 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 181,263 shares
    Change vs previous 13F +3,454 shares

    0.58% of the 13F portfolio, value $18,748,003.

    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 177,809 shares
    Change vs previous 13F +2,140 shares

    0.58% of the 13F portfolio, value $18,205,899.

    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 175,669 shares
    Change vs previous 13F +20,251 shares

    0.59% of the 13F portfolio, value $18,157,144.

    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 155,418 shares
    Change vs previous 13F +42,424 shares

    0.56% of the 13F portfolio, value $15,994,060.

    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 112,994 shares
    Change vs previous 13F +12,215 shares

    0.43% of the 13F portfolio, value $11,691,485.

    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 100,779 shares
    Change vs previous 13F +12,910 shares

    0.37% of the 13F portfolio, value $10,138,337.

    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 87,869 shares
    Change vs previous 13F -1,510 shares

    0.32% of the 13F portfolio, value $8,902,937.

    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 89,379 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,892,270.

    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).