Skip to content
Disclosery

Forvis Mazars Wealth Advisors, LLC: DFAS position timeline

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

Forvis Mazars Wealth Advisors, LLC held 244,219 DFAS 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 244,219 shares
    Change vs previous 13F -13,433 shares

    0.34% of the 13F portfolio, value $20,108,999.

    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 257,652 shares
    Change vs previous 13F -15,728 shares

    0.35% of the 13F portfolio, value $18,326,767.

    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 273,380 shares
    Change vs previous 13F -17,695 shares

    0.36% of the 13F portfolio, value $19,046,417.

    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 291,075 shares
    Change vs previous 13F -14,446 shares

    0.4% of the 13F portfolio, value $19,927,011.

    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 305,521 shares
    Change vs previous 13F -12,238 shares

    0.42% of the 13F portfolio, value $19,464,771.

    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 317,759 shares
    Change vs previous 13F -32,634 shares

    0.46% of the 13F portfolio, value $18,986,128.

    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 350,393 shares
    Change vs previous 13F -6,616 shares

    0.53% of the 13F portfolio, value $22,803,606.

    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 357,009 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $23,155,626.

    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).