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Heartwood Wealth Advisors LLC: IBMP position timeline

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

Heartwood Wealth Advisors LLC held 703,566 IBMP 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 703,566 shares
    Change vs previous 13F +5,622 shares

    1.4% of the 13F portfolio, value $17,758,006.

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

  2. period ended2026-06-30
    13F 697,944 shares
    Change vs previous 13F +61,364 shares

    1.38% of the 13F portfolio, value $17,741,736.

    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 636,580 shares
    Change vs previous 13F -131,368 shares

    1.41% of the 13F portfolio, value $16,194,595.

    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 767,948 shares
    Change vs previous 13F -3,399 shares

    1.8% of the 13F portfolio, value $19,498,200.

    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 771,347 shares
    Change vs previous 13F +17,508 shares

    1.83% of the 13F portfolio, value $19,650,065.

    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 753,839 shares
    Change vs previous 13F +404 shares

    2% of the 13F portfolio, value $19,109,819.

    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 753,435 shares
    Change vs previous 13F +44,375 shares

    2.17% of the 13F portfolio, value $19,046,837.

    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 709,060 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $17,825,768.

    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).