Skip to content
Disclosery

Forvis Mazars Wealth Advisors, LLC: SCHC position timeline

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

Forvis Mazars Wealth Advisors, LLC held 36,578 SCHC 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 36,578 shares
    Change vs previous 13F -502 shares

    0.03% of the 13F portfolio, value $1,819,414.

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

  2. period ended2026-06-30
    13F 37,080 shares
    Change vs previous 13F +982 shares

    0.03% of the 13F portfolio, value $1,784,313.

    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 36,098 shares
    Change vs previous 13F -686 shares

    0.03% of the 13F portfolio, value $1,687,204.

    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 36,784 shares
    Change vs previous 13F -2,826 shares

    0.03% of the 13F portfolio, value $1,674,759.

    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 39,610 shares
    Change vs previous 13F -763 shares

    0.04% of the 13F portfolio, value $1,802,643.

    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 40,373 shares
    Change vs previous 13F -4,012 shares

    0.04% of the 13F portfolio, value $1,719,479.

    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 44,385 shares
    Change vs previous 13F -3,085 shares

    0.04% of the 13F portfolio, value $1,592,534.

    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 47,470 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,629,646.

    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).