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Forvis Mazars Wealth Advisors, LLC: CWI position timeline

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

Forvis Mazars Wealth Advisors, LLC held 627,989 CWI 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 627,989 shares
    Change vs previous 13F -8,976 shares

    0.43% of the 13F portfolio, value $25,540,322.

    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 636,965 shares
    Change vs previous 13F -37,307 shares

    0.44% of the 13F portfolio, value $23,306,554.

    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 674,272 shares
    Change vs previous 13F -10,274 shares

    0.46% of the 13F portfolio, value $24,219,849.

    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 684,546 shares
    Change vs previous 13F -21,898 shares

    0.47% of the 13F portfolio, value $23,904,338.

    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 706,444 shares
    Change vs previous 13F -5,164 shares

    0.5% of the 13F portfolio, value $23,072,453.

    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 711,608 shares
    Change vs previous 13F -62,355 shares

    0.5% of the 13F portfolio, value $21,049,377.

    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 773,963 shares
    Change vs previous 13F -17,214 shares

    0.5% of the 13F portfolio, value $21,624,538.

    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 791,177 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $24,083,431.

    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).