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Heartwood Wealth Advisors LLC: AMLP position timeline

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

Heartwood Wealth Advisors LLC held 47,543 AMLP 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 47,543 shares
    Change vs previous 13F +201 shares

    0.19% of the 13F portfolio, value $2,466,055.

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

  2. period ended2026-06-30
    13F 47,342 shares
    Change vs previous 13F +1,637 shares

    0.19% of the 13F portfolio, value $2,454,683.

    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 45,705 shares
    Change vs previous 13F +6,386 shares

    0.21% of the 13F portfolio, value $2,405,911.

    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 39,319 shares
    Change vs previous 13F +1,293 shares

    0.17% of the 13F portfolio, value $1,848,779.

    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 38,026 shares
    Change vs previous 13F +2,295 shares

    0.17% of the 13F portfolio, value $1,784,560.

    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 35,731 shares
    Change vs previous 13F -26,315 shares

    0.18% of the 13F portfolio, value $1,745,817.

    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 62,046 shares
    Change vs previous 13F +1,353 shares

    0.37% of the 13F portfolio, value $3,222,669.

    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 60,693 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,922,975.

    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).