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Forvis Mazars Wealth Advisors, LLC: ITOT position timeline

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

Forvis Mazars Wealth Advisors, LLC held 326,798 ITOT 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 326,798 shares
    Change vs previous 13F -5,455 shares

    0.89% of the 13F portfolio, value $54,339,934.

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

  2. period ended2026-06-30
    13F 332,253 shares
    Change vs previous 13F -6,297 shares

    0.91% of the 13F portfolio, value $54,579,170.

    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 338,550 shares
    Change vs previous 13F -5,954 shares

    0.92% of the 13F portfolio, value $48,219,702.

    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 344,504 shares
    Change vs previous 13F -7,526 shares

    0.97% of the 13F portfolio, value $51,224,277.

    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 352,030 shares
    Change vs previous 13F -19,646 shares

    1.02% of the 13F portfolio, value $51,273,160.

    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 371,676 shares
    Change vs previous 13F -13,594 shares

    1.08% of the 13F portfolio, value $50,191,092.

    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 385,270 shares
    Change vs previous 13F -9,601 shares

    1.13% of the 13F portfolio, value $47,006,741.

    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 394,871 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $50,788,357.

    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).