Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: VZ position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 60,717 VZ 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 60,717 shares
    Change vs previous 13F +1,213 shares

    0.09% of the 13F portfolio, value $3,047,972.

    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 59,504 shares
    Change vs previous 13F -1,510 shares

    0.08% of the 13F portfolio, value $2,423,594.

    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 61,014 shares
    Change vs previous 13F +3,454 shares

    0.09% of the 13F portfolio, value $2,681,562.

    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 57,560 shares
    Change vs previous 13F -4,320 shares

    0.09% of the 13F portfolio, value $2,490,618.

    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 61,880 shares
    Change vs previous 13F -431 shares

    0.1% of the 13F portfolio, value $2,806,899.

    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 62,311 shares
    Change vs previous 13F -2,462 shares

    0.09% of the 13F portfolio, value $2,491,801.

    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 64,773 shares
    Change vs previous 13F -9,910 shares

    0.1% of the 13F portfolio, value $2,908,945.

    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 74,683 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,079,917.

    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).