Forvis Mazars Wealth Advisors, LLC

Business address
910 E. St. Louis St., Ste. 200, Springfield, MO, 65806
Top securities (13F)
VTI, VEU, SCHB, HELO, VOO, AGG, FBND, IVV, VCRB, TSPA, MUB, DFAC, IXUS, DFEM, JMUB, NVDA, ITOT, SCZ, MGC, and SCHF
State of incorporation
MO
Fiscal year end
May 31
Former names
FORVIS Wealth Advisors, LLC (to 19 Apr 2024), BKD Wealth Advisors, LLC (to 10 May 2022)
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Forvis Mazars Wealth Advisors, LLC has filed 93 SEC EDGAR filings since 23 May 2006

Latest Filings

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