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EXENCIAL WEALTH ADVISORS, LLC: XLU position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 93,822 XLU 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 93,822 shares
    Change vs previous 13F -1,736 shares

    0.13% of the 13F portfolio, value $4,305,490.

    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 95,558 shares
    Change vs previous 13F +47,384 shares

    0.13% of the 13F portfolio, value $4,079,376.

    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 48,174 shares
    Change vs previous 13F +1,641 shares

    0.14% of the 13F portfolio, value $4,201,278.

    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 46,533 shares
    Change vs previous 13F -3,660 shares

    0.13% of the 13F portfolio, value $3,799,874.

    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 50,193 shares
    Change vs previous 13F -1,298 shares

    0.15% of the 13F portfolio, value $3,957,738.

    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 51,491 shares
    Change vs previous 13F -1,965 shares

    0.14% of the 13F portfolio, value $3,897,382.

    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 53,456 shares
    Change vs previous 13F -3,698 shares

    0.16% of the 13F portfolio, value $4,318,168.

    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 57,154 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,894,453.

    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).