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Forvis Mazars Wealth Advisors, LLC: DTE position timeline

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

Forvis Mazars Wealth Advisors, LLC held 18,991 DTE 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 18,991 shares
    Change vs previous 13F +62 shares

    0.04% of the 13F portfolio, value $2,313,127.

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

  2. period ended2026-06-30
    13F 18,929 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $2,884,202.

    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 18,908 shares
    Change vs previous 13F +132 shares

    0.05% of the 13F portfolio, value $2,764,680.

    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 18,776 shares
    Change vs previous 13F +3,469 shares

    0.05% of the 13F portfolio, value $2,421,758.

    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 15,307 shares
    Change vs previous 13F -355 shares

    0.04% of the 13F portfolio, value $2,164,919.

    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 15,662 shares
    Change vs previous 13F -388 shares

    0.04% of the 13F portfolio, value $2,074,650.

    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 16,050 shares
    Change vs previous 13F -645 shares

    0.05% of the 13F portfolio, value $2,219,177.

    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 16,695 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,015,864.

    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).