Skip to content
Disclosery

Heartwood Wealth Advisors LLC: IBTI position timeline

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

Heartwood Wealth Advisors LLC held 1,334,915 IBTI 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 1,334,915 shares
    Change vs previous 13F +28,745 shares

    2.31% of the 13F portfolio, value $29,247,988.

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

  2. period ended2026-06-30
    13F 1,306,170 shares
    Change vs previous 13F +14,279 shares

    2.25% of the 13F portfolio, value $28,918,604.

    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 1,291,891 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $28,787,207.

    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).