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Forvis Mazars Wealth Advisors, LLC: MUNI position timeline

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

Forvis Mazars Wealth Advisors, LLC held 135,120 MUNI 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 135,120 shares
    Change vs previous 13F +57,310 shares

    0.11% of the 13F portfolio, value $6,714,113.

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

  2. period ended2026-06-30
    13F 77,810 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $4,092,806.

    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 77,772 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $4,058,921.

    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 77,790 shares
    Change vs previous 13F -23,029 shares

    0.08% of the 13F portfolio, value $4,076,974.

    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 100,819 shares
    Change vs previous 13F +17,644 shares

    0.1% of the 13F portfolio, value $5,270,818.

    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 83,175 shares
    Change vs previous 13F -2,739 shares

    0.09% of the 13F portfolio, value $4,271,868.

    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 85,914 shares
    Change vs previous 13F -1,514 shares

    0.11% of the 13F portfolio, value $4,428,867.

    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 87,428 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,522,651.

    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).