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Forvis Mazars Wealth Advisors, LLC: IWP position timeline

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

Forvis Mazars Wealth Advisors, LLC held 72,603 IWP 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 72,603 shares
    Change vs previous 13F -13,265 shares

    0.16% of the 13F portfolio, value $9,995,916.

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

  2. period ended2026-06-30
    13F 85,868 shares
    Change vs previous 13F -15,434 shares

    0.21% of the 13F portfolio, value $12,572,007.

    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 101,302 shares
    Change vs previous 13F -5,101 shares

    0.25% of the 13F portfolio, value $12,978,838.

    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 106,403 shares
    Change vs previous 13F -10,970 shares

    0.28% of the 13F portfolio, value $14,570,796.

    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 117,373 shares
    Change vs previous 13F -3,819 shares

    0.33% of the 13F portfolio, value $16,715,148.

    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 121,192 shares
    Change vs previous 13F -1,460 shares

    0.36% of the 13F portfolio, value $16,806,967.

    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 122,652 shares
    Change vs previous 13F -1,200 shares

    0.35% of the 13F portfolio, value $14,410,411.

    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 123,852 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $15,698,269.

    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).