Forvis Mazars Wealth Advisors, LLC: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forvis Mazars Wealth Advisors, LLC on C, newest first. How the timeline and the estimate are built.
Forvis Mazars Wealth Advisors, LLC held 3,108 C shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,108 sharesChange vs previous 13F +221 shares
0.01% of the 13F portfolio, value $434,996.
13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,887 sharesChange vs previous 13F -52 shares
0.01% of the 13F portfolio, value $327,415.
13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,939 sharesChange vs previous 13F +543 shares
0.01% of the 13F portfolio, value $342,952.
13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,396 sharesChange vs previous 13F +36 shares
<0.01% of the 13F portfolio, value $243,194.
13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,360 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $200,887.
13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).