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EXENCIAL WEALTH ADVISORS, LLC: STOT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 14,236 STOT 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 14,236 shares
    Change vs previous 13F -9,785 shares

    0.02% of the 13F portfolio, value $670,955.

    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 24,021 shares
    Change vs previous 13F -632 shares

    0.04% of the 13F portfolio, value $1,135,724.

    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 24,653 shares
    Change vs previous 13F -4,096 shares

    0.04% of the 13F portfolio, value $1,168,185.

    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 28,749 shares
    Change vs previous 13F -2,142 shares

    0.05% of the 13F portfolio, value $1,361,252.

    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 30,891 shares
    Change vs previous 13F -6,595 shares

    0.05% of the 13F portfolio, value $1,459,589.

    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 37,486 shares
    Change vs previous 13F -3,763 shares

    0.06% of the 13F portfolio, value $1,756,598.

    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 41,249 shares
    Change vs previous 13F -12,331 shares

    0.07% of the 13F portfolio, value $1,958,089.

    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 53,580 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,510,201.

    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).