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EXENCIAL WEALTH ADVISORS, LLC: VSS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 56,981 VSS 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 56,981 shares
    Change vs previous 13F -1,403 shares

    0.26% of the 13F portfolio, value $8,307,293.

    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 58,384 shares
    Change vs previous 13F -1,313 shares

    0.26% of the 13F portfolio, value $8,368,204.

    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 59,697 shares
    Change vs previous 13F -3,683 shares

    0.28% of the 13F portfolio, value $8,509,859.

    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 63,380 shares
    Change vs previous 13F -579 shares

    0.3% of the 13F portfolio, value $8,517,611.

    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 63,959 shares
    Change vs previous 13F -292 shares

    0.27% of the 13F portfolio, value $7,393,685.

    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 64,251 shares
    Change vs previous 13F -1,847 shares

    0.27% of the 13F portfolio, value $7,355,419.

    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 66,098 shares
    Change vs previous 13F -5,185 shares

    0.3% of the 13F portfolio, value $8,325,651.

    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 71,283 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,374,988.

    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).