Back to TSMWF
Forvis Mazars Wealth Advisors, LLC → TSMWF
Forvis Mazars Wealth Advisors, LLC TSMWF Position History
TSMWF
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$161.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $77.9M |
| Q3 2025 | $750K |
| Q4 2025 | $98.3M |
| Q4 2025 | $829K |
| Q1 2026 | $110.4M |
| Q1 2026 | $945K |
| Q2 2026 | $144.6M |
| Q2 2026 | $1.4M |
| Q3 2026 | $161.5M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 3.0K | — | — |
| Q3 2026 | $161.5M | 3.35M | — | — |
| Q2 2026 | $1.4M | 3.0K | — | — |
| Q2 2026 | $144.6M | 3.04M | — | — |
| Q1 2026 | $945K | 2.8K | — | — |
| Q1 2026 | $110.4M | 2.70M | — | — |
| Q4 2025 | $829K | 2.7K | — | — |
| Q4 2025 | $98.3M | 2.30M | — | — |
| Q3 2025 | $750K | 2.7K | — | — |
| Q3 2025 | $77.9M | 1.86M | — | — |