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EXENCIAL WEALTH ADVISORS, LLC: TIP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 31,036 TIP 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 31,036 shares
    Change vs previous 13F +641 shares

    0.11% of the 13F portfolio, value $3,425,079.

    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 30,395 shares
    Change vs previous 13F +718 shares

    0.11% of the 13F portfolio, value $3,340,705.

    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 29,677 shares
    Change vs previous 13F +450 shares

    0.11% of the 13F portfolio, value $3,300,720.

    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 29,227 shares
    Change vs previous 13F +268 shares

    0.11% of the 13F portfolio, value $3,216,128.

    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 28,959 shares
    Change vs previous 13F -938 shares

    0.12% of the 13F portfolio, value $3,217,018.

    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 29,897 shares
    Change vs previous 13F +619 shares

    0.12% of the 13F portfolio, value $3,185,489.

    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 29,278 shares
    Change vs previous 13F -180 shares

    0.12% of the 13F portfolio, value $3,234,331.

    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 29,458 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,145,565.

    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).