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Heartwood Wealth Advisors LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heartwood Wealth Advisors LLC on AGG, newest first. How the timeline and the estimate are built.

Heartwood Wealth Advisors LLC held 313,155 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 313,155 shares
    Change vs previous 13F +6,703 shares

    2.34% of the 13F portfolio, value $29,605,674.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 306,452 shares
    Change vs previous 13F +5,238 shares

    2.36% of the 13F portfolio, value $30,332,619.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 301,214 shares
    Change vs previous 13F +36,173 shares

    2.61% of the 13F portfolio, value $29,901,514.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 265,041 shares
    Change vs previous 13F +5,159 shares

    2.44% of the 13F portfolio, value $26,472,295.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 259,882 shares
    Change vs previous 13F +4,831 shares

    2.43% of the 13F portfolio, value $26,053,171.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 255,051 shares
    Change vs previous 13F -683 shares

    2.64% of the 13F portfolio, value $25,301,059.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 255,734 shares
    Change vs previous 13F +16,536 shares

    2.89% of the 13F portfolio, value $25,297,207.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 239,198 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $23,178,286.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).