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EXENCIAL WEALTH ADVISORS, LLC: VCSH position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 412,032 VCSH 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 412,032 shares
    Change vs previous 13F +6,964 shares

    1.02% of the 13F portfolio, value $32,661,775.

    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 405,068 shares
    Change vs previous 13F +10,229 shares

    1.02% of the 13F portfolio, value $32,296,095.

    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 394,839 shares
    Change vs previous 13F +7,163 shares

    1.03% of the 13F portfolio, value $31,559,457.

    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 387,676 shares
    Change vs previous 13F -6,886 shares

    1.09% of the 13F portfolio, value $30,820,229.

    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 394,562 shares
    Change vs previous 13F +8,209 shares

    1.15% of the 13F portfolio, value $31,146,759.

    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 386,353 shares
    Change vs previous 13F +11,116 shares

    1.11% of the 13F portfolio, value $30,139,427.

    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 375,237 shares
    Change vs previous 13F +107,634 shares

    1.07% of the 13F portfolio, value $29,801,305.

    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 267,603 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $20,679,004.

    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).