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Forvis Mazars Wealth Advisors, LLC: PDEC position timeline

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

Forvis Mazars Wealth Advisors, LLC held 58,272 PDEC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,272 shares
    Change vs previous 13F -3,137 shares

    0.04% of the 13F portfolio, value $2,674,103.

    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).

  2. period ended2026-03-31
    13F 61,409 shares
    Change vs previous 13F -3,455 shares

    0.05% of the 13F portfolio, value $2,609,883.

    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).

  3. period ended2025-12-31
    13F 64,864 shares
    Change vs previous 13F -4,292 shares

    0.05% of the 13F portfolio, value $2,813,801.

    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).

  4. period ended2025-09-30
    13F 69,156 shares
    Change vs previous 13F -2,452 shares

    0.06% of the 13F portfolio, value $2,905,936.

    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).

  5. period ended2025-06-30
    13F 71,608 shares
    Change vs previous 13F -7,547 shares

    0.06% of the 13F portfolio, value $2,865,037.

    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).

  6. period ended2025-03-31
    13F 79,155 shares
    Change vs previous 13F -19,665 shares

    0.07% of the 13F portfolio, value $2,976,228.

    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).

  7. period ended2024-12-31
    13F 98,820 shares
    Change vs previous 13F -10,266 shares

    0.09% of the 13F portfolio, value $3,796,665.

    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).

  8. period ended2024-09-30
    13F 109,086 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,179,085.

    13F-HR 0001085146-24-005796 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).