Skip to content
Disclosery

Forvis Mazars Wealth Advisors, LLC: VTEB position timeline

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

Forvis Mazars Wealth Advisors, LLC held 195,360 VTEB 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 195,360 shares
    Change vs previous 13F -16,158 shares

    0.15% of the 13F portfolio, value $9,252,247.

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

  2. period ended2026-06-30
    13F 211,518 shares
    Change vs previous 13F +12,406 shares

    0.18% of the 13F portfolio, value $10,698,596.

    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 199,112 shares
    Change vs previous 13F -2,908 shares

    0.19% of the 13F portfolio, value $9,933,691.

    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 202,020 shares
    Change vs previous 13F -14,826 shares

    0.19% of the 13F portfolio, value $10,159,562.

    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 216,846 shares
    Change vs previous 13F +63,743 shares

    0.22% of the 13F portfolio, value $10,857,474.

    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 153,103 shares
    Change vs previous 13F -6,378 shares

    0.16% of the 13F portfolio, value $7,506,642.

    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 159,481 shares
    Change vs previous 13F -580 shares

    0.19% of the 13F portfolio, value $7,913,445.

    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 160,061 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,023,846.

    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).