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Forvis Mazars Wealth Advisors, LLC: DFAX position timeline

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

Forvis Mazars Wealth Advisors, LLC held 136,458 DFAX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 136,458 shares
    Change vs previous 13F -31,969 shares

    0.08% of the 13F portfolio, value $5,051,683.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 168,427 shares
    Change vs previous 13F -11,756 shares

    0.1% of the 13F portfolio, value $6,204,863.

    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).

  3. period ended2026-03-31
    13F 180,183 shares
    Change vs previous 13F -32,690 shares

    0.12% of the 13F portfolio, value $6,120,829.

    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).

  4. period ended2025-12-31
    13F 212,873 shares
    Change vs previous 13F -19,064 shares

    0.13% of the 13F portfolio, value $6,967,332.

    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).

  5. period ended2025-09-30
    13F 231,937 shares
    Change vs previous 13F -25,973 shares

    0.14% of the 13F portfolio, value $7,278,189.

    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).

  6. period ended2025-06-30
    13F 257,910 shares
    Change vs previous 13F -82,873 shares

    0.16% of the 13F portfolio, value $7,574,815.

    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).

  7. period ended2025-03-31
    13F 340,783 shares
    Change vs previous 13F -170,573 shares

    0.21% of the 13F portfolio, value $8,928,526.

    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).

  8. period ended2024-12-31
    13F 511,356 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $12,712,320.

    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).