Skip to content
Disclosery

Heartwood Wealth Advisors LLC: GOOG position timeline

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

Heartwood Wealth Advisors LLC held 10,046 GOOG 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 10,046 shares
    Change vs previous 13F -54 shares

    0.27% of the 13F portfolio, value $3,423,074.

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

  2. period ended2026-06-30
    13F 10,100 shares
    Change vs previous 13F +23 shares

    0.28% of the 13F portfolio, value $3,568,633.

    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 10,077 shares
    Change vs previous 13F -368 shares

    0.25% of the 13F portfolio, value $2,890,688.

    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 10,445 shares
    Change vs previous 13F -138 shares

    0.3% of the 13F portfolio, value $3,277,641.

    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 10,583 shares
    Change vs previous 13F +97 shares

    0.24% of the 13F portfolio, value $2,577,490.

    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 10,486 shares
    Change vs previous 13F -261 shares

    0.19% of the 13F portfolio, value $1,860,112.

    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 10,747 shares
    Change vs previous 13F -494 shares

    0.19% of the 13F portfolio, value $1,679,004.

    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 11,241 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,140,736.

    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).