Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: TU position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 28,977 TU 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 28,977 shares
    Change vs previous 13F +847 shares

    0.01% of the 13F portfolio, value $371,773.

    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 28,130 shares
    Change vs previous 13F +434 shares

    0.01% of the 13F portfolio, value $370,467.

    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 27,696 shares
    Change vs previous 13F +2,255 shares

    0.01% of the 13F portfolio, value $436,762.

    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 25,441 shares
    Change vs previous 13F -2,538 shares

    0.01% of the 13F portfolio, value $408,587.

    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 27,979 shares
    Change vs previous 13F -464 shares

    0.01% of the 13F portfolio, value $401,212.

    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 28,443 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $385,689.

    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 29,249 shares
    Change vs previous 13F -45,958 shares

    0.02% of the 13F portfolio, value $490,798.

    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 75,207 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,138,639.

    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).