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Forvis Mazars Wealth Advisors, LLC: FISV position timeline

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

Forvis Mazars Wealth Advisors, LLC held 11,011 FISV 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 11,011 shares
    Change vs previous 13F -727 shares

    0.01% of the 13F portfolio, value $540,090.

    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 11,738 shares
    Change vs previous 13F +1,203 shares

    0.01% of the 13F portfolio, value $654,981.

    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 10,535 shares
    Change vs previous 13F -10,711 shares

    0.01% of the 13F portfolio, value $707,636.

    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 21,246 shares
    Change vs previous 13F +593 shares

    0.05% of the 13F portfolio, value $2,739,247.

    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 20,653 shares
    Change vs previous 13F -768 shares

    0.08% of the 13F portfolio, value $3,560,784.

    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 21,421 shares
    Change vs previous 13F -962 shares

    0.11% of the 13F portfolio, value $4,730,400.

    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 22,383 shares
    Change vs previous 13F -1,014 shares

    0.11% of the 13F portfolio, value $4,597,916.

    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 23,397 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,203,271.

    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).