Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: VBR position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 255,432 VBR 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 255,432 shares
    Change vs previous 13F -8,035 shares

    1.72% of the 13F portfolio, value $55,492,524.

    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 263,467 shares
    Change vs previous 13F -4,189 shares

    1.77% of the 13F portfolio, value $55,799,773.

    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 267,656 shares
    Change vs previous 13F -6,130 shares

    1.82% of the 13F portfolio, value $55,862,483.

    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 273,786 shares
    Change vs previous 13F +10,970 shares

    1.88% of the 13F portfolio, value $53,391,052.

    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 262,816 shares
    Change vs previous 13F -2,299 shares

    1.81% of the 13F portfolio, value $48,959,936.

    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 265,115 shares
    Change vs previous 13F -12,777 shares

    1.93% of the 13F portfolio, value $52,540,481.

    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 277,892 shares
    Change vs previous 13F -22,922 shares

    2.01% of the 13F portfolio, value $55,795,073.

    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 300,814 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $54,904,551.

    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).