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EXENCIAL WEALTH ADVISORS, LLC: TSM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 61,778 TSM 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 61,778 shares
    Change vs previous 13F -1,919 shares

    0.65% of the 13F portfolio, value $20,877,786.

    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 63,697 shares
    Change vs previous 13F -21,518 shares

    0.61% of the 13F portfolio, value $19,356,853.

    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 85,215 shares
    Change vs previous 13F +1,038 shares

    0.78% of the 13F portfolio, value $23,799,704.

    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 84,177 shares
    Change vs previous 13F -3,510 shares

    0.67% of the 13F portfolio, value $19,065,261.

    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 87,687 shares
    Change vs previous 13F +1,184 shares

    0.54% of the 13F portfolio, value $14,556,069.

    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 86,503 shares
    Change vs previous 13F -22,409 shares

    0.63% of the 13F portfolio, value $17,083,510.

    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 108,912 shares
    Change vs previous 13F +22,008 shares

    0.68% of the 13F portfolio, value $18,914,761.

    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 86,904 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $15,104,777.

    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).