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Forvis Mazars Wealth Advisors, LLC: DFAR position timeline

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

Forvis Mazars Wealth Advisors, LLC held 56,221 DFAR 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 56,221 shares
    Change vs previous 13F -3,312 shares

    0.02% of the 13F portfolio, value $1,470,736.

    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 59,533 shares
    Change vs previous 13F -6,219 shares

    0.03% of the 13F portfolio, value $1,407,945.

    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 65,752 shares
    Change vs previous 13F -18,654 shares

    0.03% of the 13F portfolio, value $1,505,801.

    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 84,406 shares
    Change vs previous 13F -38,183 shares

    0.04% of the 13F portfolio, value $2,013,080.

    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 122,589 shares
    Change vs previous 13F -51,954 shares

    0.06% of the 13F portfolio, value $2,875,927.

    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 174,543 shares
    Change vs previous 13F -94,071 shares

    0.1% of the 13F portfolio, value $4,148,886.

    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 268,614 shares
    Change vs previous 13F -110,887 shares

    0.14% of the 13F portfolio, value $6,250,643.

    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 379,501 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $9,730,398.

    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).