Skip to content
Disclosery

Heartwood Wealth Advisors LLC: IBTL position timeline

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

Heartwood Wealth Advisors LLC held 496,439 IBTL 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 496,439 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $9,665,667.

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