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Forvis Mazars Wealth Advisors, LLC: PJUL position timeline

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

Forvis Mazars Wealth Advisors, LLC held 119,870 PJUL 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 119,870 shares
    Change vs previous 13F -4,723 shares

    0.1% of the 13F portfolio, value $5,955,142.

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

  2. period ended2026-06-30
    13F 124,593 shares
    Change vs previous 13F -6,576 shares

    0.1% of the 13F portfolio, value $6,081,385.

    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 131,169 shares
    Change vs previous 13F -28,030 shares

    0.11% of the 13F portfolio, value $6,029,512.

    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 159,199 shares
    Change vs previous 13F -11,192 shares

    0.14% of the 13F portfolio, value $7,391,610.

    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 170,391 shares
    Change vs previous 13F -17,236 shares

    0.15% of the 13F portfolio, value $7,769,830.

    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 187,627 shares
    Change vs previous 13F -9,234 shares

    0.18% of the 13F portfolio, value $8,227,444.

    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 196,861 shares
    Change vs previous 13F -24,658 shares

    0.19% of the 13F portfolio, value $7,911,844.

    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 221,519 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,119,938.

    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).