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Forvis Mazars Wealth Advisors, LLC: IOCT position timeline

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

Forvis Mazars Wealth Advisors, LLC held 11,047 IOCT 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 11,047 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $408,629.

    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 12,339 shares
    Change vs previous 13F -1,806 shares

    0.01% of the 13F portfolio, value $432,482.

    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 14,145 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $493,095.

    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 14,145 shares
    Change vs previous 13F -6,092 shares

    0.01% of the 13F portfolio, value $483,335.

    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 20,237 shares
    Change vs previous 13F -1,872 shares

    0.01% of the 13F portfolio, value $665,264.

    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 22,109 shares
    Change vs previous 13F -13,771 shares

    0.02% of the 13F portfolio, value $677,641.

    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 35,880 shares
    Change vs previous 13F -27,262 shares

    0.02% of the 13F portfolio, value $1,051,410.

    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 63,142 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,943,826.

    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).