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Heartwood Wealth Advisors LLC: IJR position timeline

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

Heartwood Wealth Advisors LLC held 36,089 IJR 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 36,089 shares
    Change vs previous 13F +168 shares

    0.39% of the 13F portfolio, value $4,909,548.

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

  2. period ended2026-06-30
    13F 35,921 shares
    Change vs previous 13F +2,769 shares

    0.41% of the 13F portfolio, value $5,327,444.

    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 33,152 shares
    Change vs previous 13F +5,128 shares

    0.36% of the 13F portfolio, value $4,121,125.

    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 28,024 shares
    Change vs previous 13F +2,201 shares

    0.31% of the 13F portfolio, value $3,367,924.

    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 25,823 shares
    Change vs previous 13F +1,287 shares

    0.29% of the 13F portfolio, value $3,068,518.

    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 24,536 shares
    Change vs previous 13F +2,996 shares

    0.28% of the 13F portfolio, value $2,681,513.

    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 21,540 shares
    Change vs previous 13F +16,517 shares

    0.26% of the 13F portfolio, value $2,252,412.

    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 5,023 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $578,722.

    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).