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Disclosery

Heartwood Wealth Advisors LLC: GMUB position timeline

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

Heartwood Wealth Advisors LLC held 501,612 GMUB 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 501,612 shares
    Change vs previous 13F +4,054 shares

    1.93% of the 13F portfolio, value $24,478,666.

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

  2. period ended2026-06-30
    13F 497,558 shares
    Change vs previous 13F +55,153 shares

    1.99% of the 13F portfolio, value $25,594,384.

    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 442,405 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $22,540,535.

    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).