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Forvis Mazars Wealth Advisors, LLC: BP position timeline

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

Forvis Mazars Wealth Advisors, LLC held 10,719 BP 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 10,719 shares
    Change vs previous 13F +1,887 shares

    0.01% of the 13F portfolio, value $396,072.

    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 8,832 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $415,089.

    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 8,797 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $305,517.

    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 9,091 shares
    Change vs previous 13F -3,308 shares

    0.01% of the 13F portfolio, value $313,285.

    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).

  5. period ended2025-06-30
    13F 12,399 shares
    Change vs previous 13F -218 shares

    0.01% of the 13F portfolio, value $371,093.

    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).

  6. period ended2025-03-31
    13F 12,617 shares
    Change vs previous 13F +917 shares

    0.01% of the 13F portfolio, value $426,345.

    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).

  7. period ended2024-12-31
    13F 11,700 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $345,862.

    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).

  8. period ended2024-09-30
    13F 11,851 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,001.

    13F-HR 0001085146-24-005796 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).