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Heartwood Wealth Advisors LLC: GDXJ position timeline

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

Heartwood Wealth Advisors LLC held 306,905 GDXJ 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 306,905 shares
    Change vs previous 13F -2,392 shares

    2.76% of the 13F portfolio, value $34,971,825.

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

  2. period ended2026-06-30
    13F 309,297 shares
    Change vs previous 13F +11,131 shares

    2.36% of the 13F portfolio, value $30,388,430.

    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 298,166 shares
    Change vs previous 13F -223,806 shares

    3.12% of the 13F portfolio, value $35,791,847.

    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 521,972 shares
    Change vs previous 13F -2,978 shares

    5.47% of the 13F portfolio, value $59,389,974.

    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 524,950 shares
    Change vs previous 13F -124,556 shares

    4.85% of the 13F portfolio, value $51,985,799.

    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 649,506 shares
    Change vs previous 13F +3,669 shares

    4.58% of the 13F portfolio, value $43,900,111.

    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 645,837 shares
    Change vs previous 13F -92,552 shares

    4.22% of the 13F portfolio, value $36,941,876.

    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 738,389 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $31,566,130.

    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).