Forvis Mazars Wealth Advisors, LLC - 13D/13G Filings

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2026-08-12
09:05 am
Purchase
2026-06-3013GADVISORS INNER CIRCLE FD III G
GQGU
Forvis Mazars Wealth Advisors, LLC1,483,178
6.670%
1,483,178increase
(New Position)
Filing
History
2026-08-11
4:13 pm
Purchase
2026-06-3013GJ P MORGAN EXCHANGE-TRADED FD
HELO
Forvis Mazars Wealth Advisors, LLC3,339,092
5.750%
3,339,092increase
(New Position)
Filing
History
2026-08-11
11:46 am
Purchase
2026-06-3013GT ROWE PRICE ETF INC US EQUITY
TSPA
Forvis Mazars Wealth Advisors, LLC3,058,283
3.550%
358,098increase
(+13.26%)
Filing
History
2026-05-11
3:04 pm
Purchase
2026-03-3113GT ROWE PRICE ETF INC US EQUITY
TSPA
Forvis Mazars Wealth Advisors, LLC2,700,185
5.020%
2,700,185increase
(New Position)
Filing
History
2023-04-28
3:53 pm
Unchanged
2023-03-3113GINNOVATOR ETFS TR INTERNATIONA
IAPR
Forvis Mazars Wealth Advisors, LLC0
0.000%
0
(Unchanged)
Filing
History
2023-04-28
3:21 pm
Sale
2023-03-3113GINNOVATOR ETFS TR INTERNATIONA
IAPR
Forvis Mazars Wealth Advisors, LLC0
0.000%
-111,823decrease
(Position Closed)
Filing
History
2023-02-13
10:52 am
Purchase
2022-12-3113GINNOVATOR ETFS TR INTERNATIONA
IAPR
Forvis Mazars Wealth Advisors, LLC111,823
5.730%
111,823increase
(New Position)
Filing
History