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EXENCIAL WEALTH ADVISORS, LLC: VBK position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 69,015 VBK 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 69,015 shares
    Change vs previous 13F -244 shares

    0.65% of the 13F portfolio, value $20,859,656.

    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 69,259 shares
    Change vs previous 13F -4,588 shares

    0.66% of the 13F portfolio, value $20,923,871.

    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 73,847 shares
    Change vs previous 13F +135 shares

    0.72% of the 13F portfolio, value $21,978,375.

    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 73,712 shares
    Change vs previous 13F +2,124 shares

    0.72% of the 13F portfolio, value $20,413,768.

    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 71,588 shares
    Change vs previous 13F -479 shares

    0.67% of the 13F portfolio, value $18,023,670.

    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 72,067 shares
    Change vs previous 13F -2,371 shares

    0.74% of the 13F portfolio, value $20,183,103.

    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 74,438 shares
    Change vs previous 13F -3,243 shares

    0.72% of the 13F portfolio, value $19,902,361.

    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 77,681 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $19,430,242.

    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).