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Forvis Mazars Wealth Advisors, LLC: VYM position timeline

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

Forvis Mazars Wealth Advisors, LLC held 82,246 VYM 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 82,246 shares
    Change vs previous 13F -2,384 shares

    0.21% of the 13F portfolio, value $12,764,509.

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

  2. period ended2026-06-30
    13F 84,630 shares
    Change vs previous 13F +3,493 shares

    0.22% of the 13F portfolio, value $13,374,031.

    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 81,137 shares
    Change vs previous 13F -995 shares

    0.23% of the 13F portfolio, value $12,016,380.

    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 82,132 shares
    Change vs previous 13F +1,248 shares

    0.22% of the 13F portfolio, value $11,787,588.

    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 80,884 shares
    Change vs previous 13F +10,716 shares

    0.23% of the 13F portfolio, value $11,400,627.

    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 70,168 shares
    Change vs previous 13F -2,985 shares

    0.2% of the 13F portfolio, value $9,354,094.

    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 73,153 shares
    Change vs previous 13F -8,141 shares

    0.23% of the 13F portfolio, value $9,433,782.

    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 81,294 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,372,266.

    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).