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EXENCIAL WEALTH ADVISORS, LLC: WTW position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 33,105 WTW 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 33,105 shares
    Change vs previous 13F -1,214 shares

    0.3% of the 13F portfolio, value $9,623,507.

    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 34,319 shares
    Change vs previous 13F -323 shares

    0.36% of the 13F portfolio, value $11,277,356.

    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 34,642 shares
    Change vs previous 13F -330 shares

    0.39% of the 13F portfolio, value $11,966,943.

    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 34,972 shares
    Change vs previous 13F -790 shares

    0.38% of the 13F portfolio, value $10,719,066.

    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 35,762 shares
    Change vs previous 13F -12 shares

    0.45% of the 13F portfolio, value $12,085,657.

    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 35,774 shares
    Change vs previous 13F -17,884 shares

    0.41% of the 13F portfolio, value $11,205,984.

    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 53,658 shares
    Change vs previous 13F -1,148 shares

    0.57% of the 13F portfolio, value $15,804,006.

    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 54,806 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $14,366,960.

    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).