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Forvis Mazars Wealth Advisors, LLC: IJUL position timeline

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

Forvis Mazars Wealth Advisors, LLC held 5,841 IJUL 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 5,841 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $211,032.

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

  2. period ended2026-06-30
    13F 5,841 shares
    Change vs previous 13F -2,381 shares

    <0.01% of the 13F portfolio, value $210,101.

    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 8,222 shares
    Change vs previous 13F -1,885 shares

    0.01% of the 13F portfolio, value $277,494.

    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 10,107 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $338,665.

    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 10,107 shares
    Change vs previous 13F -1,838 shares

    0.01% of the 13F portfolio, value $330,356.

    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 11,945 shares
    Change vs previous 13F -903 shares

    0.01% of the 13F portfolio, value $381,524.

    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 12,848 shares
    Change vs previous 13F -12,089 shares

    0.01% of the 13F portfolio, value $374,134.

    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 24,937 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $690,656.

    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).