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EXENCIAL WEALTH ADVISORS, LLC: VRSN position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 7,468 VRSN 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 7,468 shares
    Change vs previous 13F +206 shares

    0.06% of the 13F portfolio, value $1,854,848.

    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 7,262 shares
    Change vs previous 13F -379 shares

    0.06% of the 13F portfolio, value $1,764,400.

    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 7,641 shares
    Change vs previous 13F +563 shares

    0.07% of the 13F portfolio, value $2,136,227.

    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 7,078 shares
    Change vs previous 13F -358 shares

    0.07% of the 13F portfolio, value $2,043,987.

    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 7,436 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $1,887,778.

    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 7,429 shares
    Change vs previous 13F -223 shares

    0.06% of the 13F portfolio, value $1,537,542.

    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 7,652 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $1,453,555.

    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 7,917 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,407,643.

    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).