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EXENCIAL WEALTH ADVISORS, LLC: VB position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 31,236 VB 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 31,236 shares
    Change vs previous 13F -1,567 shares

    0.25% of the 13F portfolio, value $8,181,358.

    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 32,803 shares
    Change vs previous 13F -1,473 shares

    0.27% of the 13F portfolio, value $8,461,461.

    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 34,276 shares
    Change vs previous 13F -743 shares

    0.28% of the 13F portfolio, value $8,715,805.

    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 35,019 shares
    Change vs previous 13F +347 shares

    0.29% of the 13F portfolio, value $8,298,775.

    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 34,672 shares
    Change vs previous 13F -1,044 shares

    0.28% of the 13F portfolio, value $7,688,627.

    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 35,716 shares
    Change vs previous 13F +516 shares

    0.32% of the 13F portfolio, value $8,581,753.

    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 35,200 shares
    Change vs previous 13F -2,242 shares

    0.3% of the 13F portfolio, value $8,349,692.

    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 37,442 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,163,873.

    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).