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Heartwood Wealth Advisors LLC: IBTJ position timeline

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

Heartwood Wealth Advisors LLC held 456,166 IBTJ 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 456,166 shares
    Change vs previous 13F +9,912 shares

    0.76% of the 13F portfolio, value $9,682,123.

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

  2. period ended2026-06-30
    13F 446,254 shares
    Change vs previous 13F +7,256 shares

    0.75% of the 13F portfolio, value $9,661,399.

    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 438,998 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $9,589,033.

    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).