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EXENCIAL WEALTH ADVISORS, LLC: UL position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 65,336 UL 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 65,336 shares
    Change vs previous 13F +3,898 shares

    0.12% of the 13F portfolio, value $3,722,182.

    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 61,438 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,018,046.

    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).