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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001576151-23-000010
Filing Date
2023-11-08
Accepted
2023-11-08 10:02:20
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2030
2 ew13fq32023.html INFORMATION TABLE  
2 ew13fq32023.xml INFORMATION TABLE 225416
  Complete submission text file 0001576151-23-000010.txt   228686
Mailing Address 9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131
Business Address 9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131 405-478-1971
EXENCIAL WEALTH ADVISORS, LLC (Filer) CIK: 0001576151 (see all company filings)

IRS No.: 473558396 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15490 | Film No.: 231386391