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Forvis Mazars Wealth Advisors, LLC: FBND position timeline

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

Forvis Mazars Wealth Advisors, LLC held 3,025,737 FBND 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 3,025,737 shares
    Change vs previous 13F +57,010 shares

    2.15% of the 13F portfolio, value $131,014,729.

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

  2. period ended2026-06-30
    13F 2,968,727 shares
    Change vs previous 13F +149,998 shares

    2.26% of the 13F portfolio, value $135,047,715.

    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 2,818,729 shares
    Change vs previous 13F +110,352 shares

    2.44% of the 13F portfolio, value $128,590,754.

    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 2,708,377 shares
    Change vs previous 13F +121,756 shares

    2.35% of the 13F portfolio, value $124,694,163.

    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 2,586,621 shares
    Change vs previous 13F +133,603 shares

    2.38% of the 13F portfolio, value $119,605,662.

    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 2,453,018 shares
    Change vs previous 13F -26,004 shares

    2.42% of the 13F portfolio, value $112,225,863.

    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 2,479,022 shares
    Change vs previous 13F -135,644 shares

    2.71% of the 13F portfolio, value $113,167,834.

    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 2,614,666 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $117,320,701.

    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).