Back to LKFN
Forvis Mazars Wealth Advisors, LLC → LKFN
Forvis Mazars Wealth Advisors, LLC LKFN Position History
Lakeland Financial Corporation
Quarters held
5
Latest value
$676K
Q3 2026
Peak value
$755K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $755K |
| Q4 2025 | $671K |
| Q1 2026 | $673K |
| Q2 2026 | $723K |
| Q3 2026 | $676K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $676K | 11.7K | — | — |
| Q2 2026 | $723K | 11.7K | — | — |
| Q1 2026 | $673K | 11.7K | — | — |
| Q4 2025 | $671K | 11.8K | — | — |
| Q3 2025 | $755K | 11.8K | — | — |
Other funds holding LKFN
$170.5M
$134.3M
$134.3M
$123.9M
$123.9M
$120.9M
$120.9M
$120.9M