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EXENCIAL WEALTH ADVISORS, LLC: T position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 61,384 T 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 61,384 shares
    Change vs previous 13F -114 shares

    0.06% of the 13F portfolio, value $1,779,509.

    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 61,498 shares
    Change vs previous 13F -1,004 shares

    0.05% of the 13F portfolio, value $1,527,618.

    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 62,502 shares
    Change vs previous 13F +2,341 shares

    0.06% of the 13F portfolio, value $1,765,054.

    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 60,161 shares
    Change vs previous 13F -5,799 shares

    0.06% of the 13F portfolio, value $1,741,070.

    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 65,960 shares
    Change vs previous 13F +1,864 shares

    0.07% of the 13F portfolio, value $1,865,351.

    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 64,096 shares
    Change vs previous 13F +324 shares

    0.05% of the 13F portfolio, value $1,459,468.

    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 63,772 shares
    Change vs previous 13F -15,358 shares

    0.05% of the 13F portfolio, value $1,402,989.

    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 79,130 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,512,184.

    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).