Skip to content
Disclosery

Heartwood Wealth Advisors LLC: GOOGL position timeline

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

Heartwood Wealth Advisors LLC held 11,196 GOOGL 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 11,196 shares
    Change vs previous 13F +354 shares

    0.3% of the 13F portfolio, value $3,852,320.

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

  2. period ended2026-06-30
    13F 10,842 shares
    Change vs previous 13F -81 shares

    0.3% of the 13F portfolio, value $3,874,606.

    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 10,923 shares
    Change vs previous 13F -129 shares

    0.27% of the 13F portfolio, value $3,141,018.

    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 11,052 shares
    Change vs previous 13F +1,564 shares

    0.32% of the 13F portfolio, value $3,459,276.

    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 9,488 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,306,533.

    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 9,488 shares
    Change vs previous 13F +175 shares

    0.17% of the 13F portfolio, value $1,672,070.

    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 9,313 shares
    Change vs previous 13F +178 shares

    0.16% of the 13F portfolio, value $1,440,162.

    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 9,135 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,729,256.

    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).