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Heartwood Wealth Advisors LLC: EFA position timeline

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

Heartwood Wealth Advisors LLC held 183,874 EFA 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 183,874 shares
    Change vs previous 13F -77 shares

    1.51% of the 13F portfolio, value $19,102,670.

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

  2. period ended2026-06-30
    13F 183,951 shares
    Change vs previous 13F +2,404 shares

    1.48% of the 13F portfolio, value $19,108,830.

    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 181,547 shares
    Change vs previous 13F -12,801 shares

    1.54% of the 13F portfolio, value $17,633,660.

    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 194,348 shares
    Change vs previous 13F -2,529 shares

    1.72% of the 13F portfolio, value $18,663,238.

    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 196,877 shares
    Change vs previous 13F +737 shares

    1.72% of the 13F portfolio, value $18,382,386.

    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 196,140 shares
    Change vs previous 13F -1,361 shares

    1.83% of the 13F portfolio, value $17,532,936.

    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 197,501 shares
    Change vs previous 13F +7,874 shares

    1.84% of the 13F portfolio, value $16,141,740.

    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 189,627 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $14,337,682.

    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).