Skip to content
Disclosery

Forvis Mazars Wealth Advisors, LLC: VCRB position timeline

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

Forvis Mazars Wealth Advisors, LLC held 2,694,345 VCRB 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 2,694,345 shares
    Change vs previous 13F +348,829 shares

    3.26% of the 13F portfolio, value $198,357,664.

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

  2. period ended2026-06-30
    13F 2,345,516 shares
    Change vs previous 13F +294,406 shares

    3.03% of the 13F portfolio, value $181,150,515.

    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 2,051,110 shares
    Change vs previous 13F +337,584 shares

    3.01% of the 13F portfolio, value $158,714,902.

    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 1,713,526 shares
    Change vs previous 13F +401,946 shares

    2.52% of the 13F portfolio, value $133,475,116.

    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 1,311,580 shares
    Change vs previous 13F +483,135 shares

    2.04% of the 13F portfolio, value $102,840,972.

    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 828,445 shares
    Change vs previous 13F +343,599 shares

    1.39% of the 13F portfolio, value $64,270,786.

    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 484,846 shares
    Change vs previous 13F +309,049 shares

    0.9% of the 13F portfolio, value $37,541,645.

    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 175,797 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $13,327,165.

    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).