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EXENCIAL WEALTH ADVISORS, LLC: VNQ position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 156,113 VNQ 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 156,113 shares
    Change vs previous 13F +21,937 shares

    0.43% of the 13F portfolio, value $13,847,228.

    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 134,176 shares
    Change vs previous 13F +1,598 shares

    0.38% of the 13F portfolio, value $11,873,271.

    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 132,578 shares
    Change vs previous 13F +1,014 shares

    0.39% of the 13F portfolio, value $12,120,298.

    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 131,564 shares
    Change vs previous 13F -4,929 shares

    0.41% of the 13F portfolio, value $11,717,048.

    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 136,493 shares
    Change vs previous 13F +9,056 shares

    0.46% of the 13F portfolio, value $12,358,057.

    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 127,437 shares
    Change vs previous 13F +5,316 shares

    0.42% of the 13F portfolio, value $11,352,062.

    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 122,121 shares
    Change vs previous 13F +5,240 shares

    0.43% of the 13F portfolio, value $11,896,999.

    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 116,881 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,789,953.

    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).