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EXENCIAL WEALTH ADVISORS, LLC: XCEM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 57,318 XCEM 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 57,318 shares
    Change vs previous 13F -2,265 shares

    0.07% of the 13F portfolio, value $2,339,129.

    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 59,583 shares
    Change vs previous 13F -4,183 shares

    0.07% of the 13F portfolio, value $2,285,586.

    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 63,766 shares
    Change vs previous 13F -15,460 shares

    0.08% of the 13F portfolio, value $2,316,636.

    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 79,226 shares
    Change vs previous 13F -2,147 shares

    0.1% of the 13F portfolio, value $2,707,961.

    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 81,373 shares
    Change vs previous 13F -16,675 shares

    0.09% of the 13F portfolio, value $2,403,366.

    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 98,048 shares
    Change vs previous 13F -19,446 shares

    0.11% of the 13F portfolio, value $2,902,235.

    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 117,494 shares
    Change vs previous 13F -12,126 shares

    0.14% of the 13F portfolio, value $3,838,533.

    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 129,620 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,137,485.

    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).