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Forvis Mazars Wealth Advisors, LLC: PSEP position timeline

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

Forvis Mazars Wealth Advisors, LLC held 59,851 PSEP 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 59,851 shares
    Change vs previous 13F -1,432 shares

    0.05% of the 13F portfolio, value $2,756,139.

    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 61,283 shares
    Change vs previous 13F -1,019 shares

    0.05% of the 13F portfolio, value $2,638,846.

    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 62,302 shares
    Change vs previous 13F -2,964 shares

    0.05% of the 13F portfolio, value $2,723,744.

    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 65,266 shares
    Change vs previous 13F -2,166 shares

    0.06% of the 13F portfolio, value $2,803,175.

    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 67,432 shares
    Change vs previous 13F -8,637 shares

    0.06% of the 13F portfolio, value $2,757,295.

    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 76,069 shares
    Change vs previous 13F -22,760 shares

    0.07% of the 13F portfolio, value $2,921,811.

    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 98,829 shares
    Change vs previous 13F -12,601 shares

    0.09% of the 13F portfolio, value $3,862,762.

    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 111,430 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,293,398.

    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).