Filer Snapshot

Forvis Mazars Wealth Advisors, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001352864.

Entity Type

Company

Total Filings

95

Latest Filing

01 May 2026

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0001352864.

View Source Filing
Business address
910 E. St. Louis St., Ste. 200, Springfield, MO, 65806
Top securities (13F)
VTI, VEU, HELO, VCRB, SCHB, AGG, VOO, FBND, IVV, TSPA, DFEM, MUB, IXUS, JMUB, DFAC, AAPL, ITOT, SCZ, NVDA, and SCHF
State of incorporation
MO
Fiscal year end
31 May
Former names
FORVIS Wealth Advisors, LLC (to 19 Apr 2024), BKD Wealth Advisors, LLC (to 10 May 2022)

Quick Takeaways

  • Forvis Mazars Wealth Advisors, LLC is an SEC filer tracked under CIK 0001352864.
  • 95 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, SC 13G/A and more.

What Changed

  • Latest filing: 13F-HR filed on 01 May 2026.
  • Report period: 31 Mar 2026.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0001352864.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Forvis Mazars Wealth Advisors, LLC.

Latest source-backed update
13F-HR filed 01 May 2026
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 01 May 2026.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Forvis Mazars Wealth Advisors, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.

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Benchmark Context

Benchmark context for this company

Forvis Mazars Wealth Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

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Company intelligence

Research Forvis Mazars Wealth Advisors, LLC from filings to ownership signals

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Active modules

2/5

Available company intelligence paths on this page.

Filings

95

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

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SEC filings

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Form 13F

Available

Institutional holders

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Forvis Mazars Wealth Advisors, LLC has filed 95 SEC EDGAR filings since 23 May 2006. Common forms include 13F-HR, N-PX, SC 13G/A, SC 13G and more.

Latest 13F filings

Latest Filings

Recent SEC filings for Forvis Mazars Wealth Advisors, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2026 31 Mar 2026 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2026 31 Dec 2025 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2025 30 Sep 2025 028-11934
N-PX Open N-PX document View SEC filing for N-PX 18 Aug 2025 30 Jun 2025 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2025 30 Jun 2025 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2025 31 Dec 2024 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-11934
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2024 30 Jun 2024 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2024 31 Mar 2024 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jan 2024 31 Dec 2023 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2023 30 Sep 2023 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-11934
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FORVIS WEALTH ADVISORS, LLC 28 Apr 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FORVIS WEALTH ADVISORS, LLC 28 Apr 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2023 31 Mar 2023 028-11934
SC 13G Open SC 13G document View SEC filing for SC 13G FORVIS WEALTH ADVISORS, LLC 13 Feb 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2022 30 Sep 2022 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2022 30 Jun 2022 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2022 31 Mar 2022 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2022 31 Dec 2021 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2021 30 Sep 2021 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2021 30 Jun 2021 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2021 31 Mar 2021 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2021 31 Dec 2020 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2020 30 Sep 2020 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2020 30 Jun 2020 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2020 31 Mar 2020 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2020 31 Dec 2019 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2019 30 Sep 2019 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2019 30 Jun 2019 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2019 31 Mar 2019 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 28 Jan 2019 31 Dec 2018 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2019 31 Dec 2018 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2018 30 Sep 2018 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2018 30 Jun 2018 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 25 May 2018 31 Mar 2018 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2018 31 Mar 2018 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2018 31 Dec 2017 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2017 30 Sep 2017 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2017 30 Jun 2017 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2017 31 Mar 2017 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jan 2017 31 Dec 2016 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2016 30 Sep 2016 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2016 30 Jun 2016 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2016 31 Mar 2016 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2016 31 Dec 2015 028-11934
SC 13D/A Open SC 13D/A document View SEC filing for SC 13D/A BKD WEALTH ADVISORS, LLC 06 Jan 2016
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 10 Nov 2015 30 Sep 2015 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2015 30 Sep 2015 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2015 30 Jun 2015 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2015 31 Mar 2015 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 26 Feb 2015 30 Jun 2014 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 26 Feb 2015 30 Sep 2014 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 26 Feb 2015 31 Dec 2014 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2015 31 Dec 2014 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2014 30 Sep 2014 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2014 30 Jun 2014 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2014 31 Mar 2014 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Jan 2014 30 Sep 2013 028-11934
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 14 Jan 2014 31 Dec 2013 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2014 31 Dec 2013 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2013 30 Sep 2013 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2013 30 Jun 2013 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BKD WEALTH ADVISORS, LLC 04 Apr 2013 31 Mar 2013 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BKD WEALTH ADVISORS, LLC 07 Jan 2013 31 Dec 2012 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BKD WEALTH ADVISORS, LLC 15 Oct 2012 30 Sep 2012 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BKD WEALTH ADVISORS, LLC 10 Jul 2012 30 Jun 2012 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BKD WEALTH ADVISORS, LLC 09 Apr 2012 31 Mar 2012 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BKD WEALTH ADVISORS, LLC 18 Jan 2012 31 Dec 2011 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 13 Oct 2011 30 Sep 2011 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 08 Jul 2011 30 Jun 2011 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 06 May 2011 31 Mar 2011 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 13 Jan 2011 31 Dec 2010 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 14 Oct 2010 30 Sep 2010 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 26 Jul 2010 30 Jun 2010 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 20 Apr 2010 31 Mar 2010 028-11934
13F-HR Open 13F-HR document View SEC filing for 13F-HR BDK WEALTH ADVISORS LLC 15 Jan 2010 31 Dec 2009 028-11934

About this filer

Forvis Mazars Wealth Advisors, LLC files with the SEC under CIK 0001352864. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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