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Forvis Mazars Wealth Advisors, LLC: VTV position timeline

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

Forvis Mazars Wealth Advisors, LLC held 79,477 VTV 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 79,477 shares
    Change vs previous 13F -2,427 shares

    0.28% of the 13F portfolio, value $17,173,340.

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

  2. period ended2026-06-30
    13F 81,904 shares
    Change vs previous 13F -5,744 shares

    0.3% of the 13F portfolio, value $17,849,384.

    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 87,648 shares
    Change vs previous 13F -2,506 shares

    0.33% of the 13F portfolio, value $17,196,534.

    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 90,154 shares
    Change vs previous 13F -4,529 shares

    0.33% of the 13F portfolio, value $17,218,443.

    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 94,683 shares
    Change vs previous 13F -7,665 shares

    0.35% of the 13F portfolio, value $17,657,909.

    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 102,348 shares
    Change vs previous 13F -12,848 shares

    0.39% of the 13F portfolio, value $18,089,686.

    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 115,196 shares
    Change vs previous 13F -35,415 shares

    0.48% of the 13F portfolio, value $19,899,024.

    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 150,611 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $25,498,508.

    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).