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Forvis Mazars Wealth Advisors, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forvis Mazars Wealth Advisors, LLC on AGG, newest first. How the timeline and the estimate are built.

Forvis Mazars Wealth Advisors, LLC held 1,566,426 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,566,426 shares
    Change vs previous 13F +14,915 shares

    2.43% of the 13F portfolio, value $148,089,942.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,551,511 shares
    Change vs previous 13F +26,475 shares

    2.56% of the 13F portfolio, value $153,568,595.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars 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 ended2026-03-31
    13F 1,525,036 shares
    Change vs previous 13F +45,149 shares

    2.87% of the 13F portfolio, value $151,390,346.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars 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 ended2025-12-31
    13F 1,479,887 shares
    Change vs previous 13F +37,472 shares

    2.79% of the 13F portfolio, value $147,811,097.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars 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 ended2025-09-30
    13F 1,442,415 shares
    Change vs previous 13F +25,909 shares

    2.87% of the 13F portfolio, value $144,602,149.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars 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 ended2025-06-30
    13F 1,416,506 shares
    Change vs previous 13F +24,816 shares

    3.03% of the 13F portfolio, value $140,517,360.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars 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 ended2025-03-31
    13F 1,391,690 shares
    Change vs previous 13F +30,576 shares

    3.3% of the 13F portfolio, value $137,665,989.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars 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 ended2024-12-31
    13F 1,361,114 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $131,891,912.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).