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Heartwood Wealth Advisors LLC: GTEK position timeline

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

Heartwood Wealth Advisors LLC held 400,908 GTEK 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 400,908 shares
    Change vs previous 13F -19,048 shares

    1.86% of the 13F portfolio, value $23,529,411.

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

  2. period ended2026-06-30
    13F 419,956 shares
    Change vs previous 13F -106,607 shares

    2.05% of the 13F portfolio, value $26,407,715.

    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 526,563 shares
    Change vs previous 13F -32,607 shares

    1.88% of the 13F portfolio, value $21,536,479.

    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 559,170 shares
    Change vs previous 13F +2,291 shares

    2.06% of the 13F portfolio, value $22,346,223.

    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 556,879 shares
    Change vs previous 13F +5,415 shares

    2.03% of the 13F portfolio, value $21,723,850.

    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 551,464 shares
    Change vs previous 13F +6,896 shares

    2.08% of the 13F portfolio, value $19,896,821.

    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 544,568 shares
    Change vs previous 13F -46,268 shares

    1.84% of the 13F portfolio, value $16,161,961.

    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 590,836 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $19,091,211.

    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).