Forvis Mazars Wealth Advisors, LLC: IBDU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forvis Mazars Wealth Advisors, LLC on IBDU, newest first. How the timeline and the estimate are built.
Forvis Mazars Wealth Advisors, LLC held 32,337 IBDU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 32,337 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $748,925.
13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,337 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $752,159.
13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,337 sharesChange vs previous 13F +5,349 shares
0.01% of the 13F portfolio, value $756,848.
13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,988 sharesChange vs previous 13F +3,345 shares
0.01% of the 13F portfolio, value $633,409.
13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,643 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $551,592.
13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).