Skip to content
Disclosery

Forvis Mazars Wealth Advisors, LLC: IAPR position timeline

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

Forvis Mazars Wealth Advisors, LLC held 9,596 IAPR 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 9,596 shares
    Change vs previous 13F -1,206 shares

    0.01% of the 13F portfolio, value $318,684.

    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 10,802 shares
    Change vs previous 13F -1,973 shares

    0.01% of the 13F portfolio, value $342,100.

    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 12,775 shares
    Change vs previous 13F -632 shares

    0.01% of the 13F portfolio, value $393,981.

    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 13,407 shares
    Change vs previous 13F -6,177 shares

    0.01% of the 13F portfolio, value $403,134.

    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 19,584 shares
    Change vs previous 13F -8,357 shares

    0.01% of the 13F portfolio, value $572,637.

    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 27,941 shares
    Change vs previous 13F -10,923 shares

    0.02% of the 13F portfolio, value $769,496.

    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 38,864 shares
    Change vs previous 13F -20,400 shares

    0.02% of the 13F portfolio, value $1,037,592.

    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 59,264 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,683,981.

    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).