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Forvis Mazars Wealth Advisors, LLC: TSPA position timeline

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

Forvis Mazars Wealth Advisors, LLC held 3,042,932 TSPA 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 3,042,932 shares
    Change vs previous 13F +342,747 shares

    2.42% of the 13F portfolio, value $144,630,540.

    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 2,700,185 shares
    Change vs previous 13F +403,204 shares

    2.1% of the 13F portfolio, value $110,437,558.

    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 2,296,981 shares
    Change vs previous 13F +437,719 shares

    1.86% of the 13F portfolio, value $98,264,851.

    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 1,859,262 shares
    Change vs previous 13F +382,500 shares

    1.55% of the 13F portfolio, value $77,921,682.

    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 1,476,762 shares
    Change vs previous 13F +527,957 shares

    1.24% of the 13F portfolio, value $57,431,285.

    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 948,805 shares
    Change vs previous 13F +557,959 shares

    0.8% of the 13F portfolio, value $33,359,994.

    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 390,846 shares
    Change vs previous 13F +98,875 shares

    0.33% of the 13F portfolio, value $14,449,587.

    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 291,971 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,543,087.

    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).