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EXENCIAL WEALTH ADVISORS, LLC: WAB position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 47,514 WAB 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 47,514 shares
    Change vs previous 13F -3,186 shares

    0.37% of the 13F portfolio, value $11,874,197.

    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 50,700 shares
    Change vs previous 13F -26,012 shares

    0.34% of the 13F portfolio, value $10,822,008.

    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 76,712 shares
    Change vs previous 13F -2,251 shares

    0.5% of the 13F portfolio, value $15,378,434.

    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 78,963 shares
    Change vs previous 13F -3,333 shares

    0.58% of the 13F portfolio, value $16,530,926.

    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 82,296 shares
    Change vs previous 13F -27,841 shares

    0.55% of the 13F portfolio, value $14,924,366.

    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 110,137 shares
    Change vs previous 13F -2,594 shares

    0.77% of the 13F portfolio, value $20,880,934.

    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 112,731 shares
    Change vs previous 13F -7,089 shares

    0.74% of the 13F portfolio, value $20,491,033.

    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 119,820 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $18,937,628.

    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).