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Forvis Mazars Wealth Advisors, LLC: VOO position timeline

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

Forvis Mazars Wealth Advisors, LLC held 198,203 VOO 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 198,203 shares
    Change vs previous 13F -13,819 shares

    2.28% of the 13F portfolio, value $138,912,691.

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

  2. period ended2026-06-30
    13F 212,022 shares
    Change vs previous 13F -11,102 shares

    2.43% of the 13F portfolio, value $145,618,559.

    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 223,124 shares
    Change vs previous 13F -12,883 shares

    2.53% of the 13F portfolio, value $133,328,029.

    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 236,007 shares
    Change vs previous 13F -5,325 shares

    2.79% of the 13F portfolio, value $148,007,280.

    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 241,332 shares
    Change vs previous 13F -9,294 shares

    2.94% of the 13F portfolio, value $147,787,232.

    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 250,626 shares
    Change vs previous 13F +8,786 shares

    3.07% of the 13F portfolio, value $142,363,295.

    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).

  7. period ended2025-03-31
    13F 241,840 shares
    Change vs previous 13F -17,669 shares

    2.98% of the 13F portfolio, value $124,283,964.

    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 259,509 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $139,826,290.

    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).