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Forvis Mazars Wealth Advisors, LLC: IVW position timeline

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

Forvis Mazars Wealth Advisors, LLC held 247,348 IVW 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 247,348 shares
    Change vs previous 13F -4,704 shares

    0.58% of the 13F portfolio, value $35,187,722.

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

  2. period ended2026-06-30
    13F 252,052 shares
    Change vs previous 13F -9,945 shares

    0.58% of the 13F portfolio, value $34,664,676.

    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 261,997 shares
    Change vs previous 13F -3,977 shares

    0.56% of the 13F portfolio, value $29,634,529.

    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 265,974 shares
    Change vs previous 13F -8,326 shares

    0.62% of the 13F portfolio, value $32,783,995.

    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 274,300 shares
    Change vs previous 13F -1,290 shares

    0.66% of the 13F portfolio, value $33,113,480.

    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 275,590 shares
    Change vs previous 13F +1,134 shares

    0.65% of the 13F portfolio, value $30,342,475.

    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 274,456 shares
    Change vs previous 13F -17,594 shares

    0.61% of the 13F portfolio, value $25,477,716.

    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 292,050 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $29,651,841.

    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).