Skip to content
Disclosery

Forvis Mazars Wealth Advisors, LLC: BND position timeline

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

Forvis Mazars Wealth Advisors, LLC held 50,076 BND 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 50,076 shares
    Change vs previous 13F +45,085 shares

    0.06% of the 13F portfolio, value $3,512,832.

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

  2. period ended2026-06-30
    13F 4,991 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $366,390.

    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 6,175 shares
    Change vs previous 13F -422 shares

    0.01% of the 13F portfolio, value $454,727.

    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 6,597 shares
    Change vs previous 13F +1,728 shares

    0.01% of the 13F portfolio, value $488,640.

    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 4,869 shares
    Change vs previous 13F -273 shares

    0.01% of the 13F portfolio, value $362,108.

    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 5,142 shares
    Change vs previous 13F -764 shares

    0.01% of the 13F portfolio, value $378,606.

    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 5,906 shares
    Change vs previous 13F -2,972 shares

    0.01% of the 13F portfolio, value $433,796.

    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 8,878 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $638,437.

    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).