OKLAHOMA CITY, OK
| Filer | Form | Target | Filed | Activity | |
|---|---|---|---|---|---|
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Apr 28, 2026 Apr 28, 2026 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Jan 30, 2026 Jan 30, 2026 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Oct 27, 2025 Oct 27, 2025 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Jul 30, 2025 Jul 30, 2025 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | May 9, 2025 May 9, 2025 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Feb 6, 2025 Feb 6, 2025 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Oct 31, 2024 Oct 31, 2024 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Aug 12, 2024 Aug 12, 2024 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | May 10, 2024 May 10, 2024 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Feb 13, 2024 Feb 13, 2024 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Nov 8, 2023 Nov 8, 2023 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Aug 10, 2023 Aug 10, 2023 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | May 2, 2023 May 2, 2023 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Feb 14, 2023 Feb 14, 2023 | — | |
EXENCIAL WEALTH ADVISORS, LLCCIK · 1576151 | 13F-HR Holdings | — | Nov 8, 2022 Nov 8, 2022 | — |