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Forvis Mazars Wealth Advisors, LLC: POCT position timeline

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

Forvis Mazars Wealth Advisors, LLC held 150,515 POCT 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 150,515 shares
    Change vs previous 13F -12,144 shares

    0.12% of the 13F portfolio, value $6,985,402.

    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 162,659 shares
    Change vs previous 13F -20,738 shares

    0.13% of the 13F portfolio, value $7,012,230.

    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 183,397 shares
    Change vs previous 13F -14,051 shares

    0.15% of the 13F portfolio, value $8,054,797.

    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 197,448 shares
    Change vs previous 13F -30,330 shares

    0.17% of the 13F portfolio, value $8,510,009.

    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 227,778 shares
    Change vs previous 13F -12,590 shares

    0.2% of the 13F portfolio, value $9,407,232.

    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 240,368 shares
    Change vs previous 13F -25,543 shares

    0.22% of the 13F portfolio, value $9,338,297.

    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 265,911 shares
    Change vs previous 13F -21,541 shares

    0.24% of the 13F portfolio, value $10,521,141.

    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 287,452 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $11,196,255.

    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).