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Forvis Mazars Wealth Advisors, LLC: DFIC position timeline

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

Forvis Mazars Wealth Advisors, LLC held 254,881 DFIC 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 254,881 shares
    Change vs previous 13F -27,193 shares

    0.16% of the 13F portfolio, value $9,496,851.

    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 282,074 shares
    Change vs previous 13F -33,446 shares

    0.19% of the 13F portfolio, value $10,022,082.

    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 315,520 shares
    Change vs previous 13F -42,177 shares

    0.21% of the 13F portfolio, value $10,872,827.

    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 357,697 shares
    Change vs previous 13F -33,762 shares

    0.23% of the 13F portfolio, value $11,728,877.

    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 391,459 shares
    Change vs previous 13F -72,034 shares

    0.26% of the 13F portfolio, value $12,170,470.

    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 463,493 shares
    Change vs previous 13F -147,380 shares

    0.31% of the 13F portfolio, value $12,871,190.

    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 610,873 shares
    Change vs previous 13F -75,672 shares

    0.36% of the 13F portfolio, value $15,788,009.

    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 686,545 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $19,319,378.

    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).