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CIK 0001352864 • 6 13F filings • May 13, 2025 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("forvis-mazars-wealth-advisors-llc-0001352864-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| Q3 2025 |
| 13F-HR |
| 0001352864-25-000006 |
| $5.04B |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001352864-26-000006 | $5.99B | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004245 | $4.64B | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001352864-26-000002 | $5.27B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003049 | $4.17B | View |