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Forvis Mazars Wealth Advisors, LLC: IWR position timeline

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

Forvis Mazars Wealth Advisors, LLC held 17,331 IWR 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 17,331 shares
    Change vs previous 13F -770 shares

    0.03% of the 13F portfolio, value $1,849,392.

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

  2. period ended2026-06-30
    13F 18,101 shares
    Change vs previous 13F -2,318 shares

    0.03% of the 13F portfolio, value $1,996,903.

    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 20,419 shares
    Change vs previous 13F -331 shares

    0.04% of the 13F portfolio, value $1,985,368.

    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 20,750 shares
    Change vs previous 13F +353 shares

    0.04% of the 13F portfolio, value $1,997,566.

    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 20,397 shares
    Change vs previous 13F -323 shares

    0.04% of the 13F portfolio, value $1,969,342.

    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 20,720 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $1,905,582.

    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 20,800 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $1,769,426.

    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 20,965 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,853,267.

    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).