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Forvis Mazars Wealth Advisors, LLC: ALLE position timeline

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

Forvis Mazars Wealth Advisors, LLC held 12,545 ALLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,545 shares
    Change vs previous 13F -2,475 shares

    0.03% of the 13F portfolio, value $1,762,448.

    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).

  2. period ended2026-03-31
    13F 15,020 shares
    Change vs previous 13F -230 shares

    0.04% of the 13F portfolio, value $2,182,256.

    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).

  3. period ended2025-12-31
    13F 15,250 shares
    Change vs previous 13F -752 shares

    0.05% of the 13F portfolio, value $2,428,105.

    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).

  4. period ended2025-09-30
    13F 16,002 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,837,955.

    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).