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EXENCIAL WEALTH ADVISORS, LLC: VRTX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 21,598 VRTX 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 21,598 shares
    Change vs previous 13F -784 shares

    0.3% of the 13F portfolio, value $9,644,364.

    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 22,382 shares
    Change vs previous 13F +20,882 shares

    0.32% of the 13F portfolio, value $10,146,920.

    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 1,500 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $587,411.

    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 1,560 shares
    Change vs previous 13F -76 shares

    0.02% of the 13F portfolio, value $694,456.

    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 1,636 shares
    Change vs previous 13F -72 shares

    0.03% of the 13F portfolio, value $793,046.

    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 1,708 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $687,713.

    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 1,721 shares
    Change vs previous 13F -713 shares

    0.03% of the 13F portfolio, value $800,623.

    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 2,434 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,140,749.

    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).