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Forvis Mazars Wealth Advisors, LLC: TROW position timeline

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

Forvis Mazars Wealth Advisors, LLC held 9,627 TROW 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 9,627 shares
    Change vs previous 13F -208 shares

    0.02% of the 13F portfolio, value $1,001,690.

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

  2. period ended2026-06-30
    13F 9,835 shares
    Change vs previous 13F -484 shares

    0.02% of the 13F portfolio, value $1,118,142.

    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 10,319 shares
    Change vs previous 13F -520 shares

    0.02% of the 13F portfolio, value $930,155.

    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 10,839 shares
    Change vs previous 13F -1,396 shares

    0.02% of the 13F portfolio, value $1,109,697.

    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 12,235 shares
    Change vs previous 13F -925 shares

    0.02% of the 13F portfolio, value $1,255,801.

    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 13,160 shares
    Change vs previous 13F -650 shares

    0.03% of the 13F portfolio, value $1,269,940.

    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 13,810 shares
    Change vs previous 13F -348 shares

    0.03% of the 13F portfolio, value $1,268,725.

    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 14,158 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,601,129.

    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).