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Forvis Mazars Wealth Advisors, LLC: DFAT position timeline

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

Forvis Mazars Wealth Advisors, LLC held 436,219 DFAT 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 436,219 shares
    Change vs previous 13F -47,229 shares

    0.51% of the 13F portfolio, value $30,491,683.

    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 483,448 shares
    Change vs previous 13F -22,607 shares

    0.57% of the 13F portfolio, value $30,191,324.

    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 506,055 shares
    Change vs previous 13F -47,192 shares

    0.57% of the 13F portfolio, value $30,130,508.

    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 553,247 shares
    Change vs previous 13F -48,567 shares

    0.64% of the 13F portfolio, value $32,204,508.

    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 601,814 shares
    Change vs previous 13F -83,460 shares

    0.7% of the 13F portfolio, value $32,473,868.

    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 685,274 shares
    Change vs previous 13F -118,206 shares

    0.85% of the 13F portfolio, value $35,284,771.

    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 803,480 shares
    Change vs previous 13F -50,733 shares

    1.03% of the 13F portfolio, value $44,721,701.

    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 854,213 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $47,519,873.

    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).