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EXENCIAL WEALTH ADVISORS, LLC: VOE position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 43,076 VOE 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 43,076 shares
    Change vs previous 13F -3,601 shares

    0.25% of the 13F portfolio, value $7,938,124.

    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 46,677 shares
    Change vs previous 13F -315 shares

    0.26% of the 13F portfolio, value $8,279,036.

    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 46,992 shares
    Change vs previous 13F -2,878 shares

    0.27% of the 13F portfolio, value $8,203,867.

    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 49,870 shares
    Change vs previous 13F -1,921 shares

    0.29% of the 13F portfolio, value $8,201,630.

    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 51,791 shares
    Change vs previous 13F -1,021 shares

    0.31% of the 13F portfolio, value $8,314,556.

    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 52,812 shares
    Change vs previous 13F -418 shares

    0.31% of the 13F portfolio, value $8,543,442.

    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 53,230 shares
    Change vs previous 13F -2,051 shares

    0.32% of the 13F portfolio, value $8,925,150.

    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 55,281 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,315,876.

    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).