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Heartwood Wealth Advisors LLC: COST position timeline

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

Heartwood Wealth Advisors LLC held 1,199 COST 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 1,199 shares
    Change vs previous 13F +48 shares

    0.09% of the 13F portfolio, value $1,091,517.

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

  2. period ended2026-06-30
    13F 1,151 shares
    Change vs previous 13F -137 shares

    0.08% of the 13F portfolio, value $1,076,743.

    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 1,288 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $1,283,417.

    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 1,294 shares
    Change vs previous 13F -125 shares

    0.1% of the 13F portfolio, value $1,115,879.

    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 1,419 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $1,313,478.

    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 1,420 shares
    Change vs previous 13F +240 shares

    0.15% of the 13F portfolio, value $1,405,722.

    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 1,180 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $1,116,025.

    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 1,179 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,080,285.

    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).