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Forvis Mazars Wealth Advisors, LLC: PFEB position timeline

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

Forvis Mazars Wealth Advisors, LLC held 62,656 PFEB 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 62,656 shares
    Change vs previous 13F -232 shares

    0.05% of the 13F portfolio, value $2,697,968.

    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 62,888 shares
    Change vs previous 13F -7,120 shares

    0.05% of the 13F portfolio, value $2,521,809.

    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 70,008 shares
    Change vs previous 13F -7,453 shares

    0.05% of the 13F portfolio, value $2,850,649.

    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 77,461 shares
    Change vs previous 13F -2,071 shares

    0.06% of the 13F portfolio, value $3,074,428.

    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 79,532 shares
    Change vs previous 13F -2,789 shares

    0.07% of the 13F portfolio, value $3,023,012.

    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 82,321 shares
    Change vs previous 13F -30,269 shares

    0.07% of the 13F portfolio, value $2,948,739.

    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 112,590 shares
    Change vs previous 13F -6,558 shares

    0.1% of the 13F portfolio, value $4,143,312.

    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 119,148 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,294,094.

    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).