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Heartwood Wealth Advisors LLC: IBMQ position timeline

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

Heartwood Wealth Advisors LLC held 623,294 IBMQ 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 623,294 shares
    Change vs previous 13F +5,536 shares

    1.24% of the 13F portfolio, value $15,669,611.

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

  2. period ended2026-06-30
    13F 617,758 shares
    Change vs previous 13F +66,869 shares

    1.23% of the 13F portfolio, value $15,802,250.

    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 550,889 shares
    Change vs previous 13F +291,130 shares

    1.23% of the 13F portfolio, value $14,064,196.

    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 259,759 shares
    Change vs previous 13F +853 shares

    0.61% of the 13F portfolio, value $6,643,336.

    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 258,906 shares
    Change vs previous 13F +6,023 shares

    0.62% of the 13F portfolio, value $6,638,350.

    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 252,883 shares
    Change vs previous 13F +138 shares

    0.67% of the 13F portfolio, value $6,425,757.

    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 252,745 shares
    Change vs previous 13F +17,657 shares

    0.73% of the 13F portfolio, value $6,391,921.

    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 235,088 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $5,919,516.

    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).