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Forvis Mazars Wealth Advisors, LLC: DFEM position timeline

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

Forvis Mazars Wealth Advisors, LLC held 3,210,847 DFEM 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 3,210,847 shares
    Change vs previous 13F +119,364 shares

    2.18% of the 13F portfolio, value $130,488,811.

    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 3,091,483 shares
    Change vs previous 13F +269,872 shares

    2.03% of the 13F portfolio, value $106,810,755.

    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 2,821,611 shares
    Change vs previous 13F +917,093 shares

    1.76% of the 13F portfolio, value $93,338,884.

    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 1,904,518 shares
    Change vs previous 13F +788,994 shares

    1.21% of the 13F portfolio, value $61,077,881.

    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 1,115,524 shares
    Change vs previous 13F -176,967 shares

    0.71% of the 13F portfolio, value $33,108,746.

    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 1,292,491 shares
    Change vs previous 13F -376,658 shares

    0.82% of the 13F portfolio, value $34,199,308.

    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 1,669,149 shares
    Change vs previous 13F -178,007 shares

    1.01% of the 13F portfolio, value $43,715,017.

    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 1,847,156 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $51,997,428.

    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).