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Disclosery

Heartwood Wealth Advisors LLC: IJS position timeline

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

Heartwood Wealth Advisors LLC held 246,003 IJS 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 246,003 shares
    Change vs previous 13F -434 shares

    2.49% of the 13F portfolio, value $31,512,984.

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

  2. period ended2026-06-30
    13F 246,437 shares
    Change vs previous 13F +8,542 shares

    2.62% of the 13F portfolio, value $33,683,009.

    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 237,895 shares
    Change vs previous 13F +12,684 shares

    2.46% of the 13F portfolio, value $28,178,663.

    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 225,211 shares
    Change vs previous 13F +2,556 shares

    2.36% of the 13F portfolio, value $25,610,995.

    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 222,655 shares
    Change vs previous 13F +6,067 shares

    2.3% of the 13F portfolio, value $24,623,416.

    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 216,588 shares
    Change vs previous 13F +2,541 shares

    2.25% of the 13F portfolio, value $21,548,340.

    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 214,047 shares
    Change vs previous 13F +2,863 shares

    2.38% of the 13F portfolio, value $20,865,302.

    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 211,184 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $22,936,694.

    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).