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Heartwood Wealth Advisors LLC: IJT position timeline

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

Heartwood Wealth Advisors LLC held 196,760 IJT 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 196,760 shares
    Change vs previous 13F -436 shares

    2.49% of the 13F portfolio, value $31,546,531.

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

  2. period ended2026-06-30
    13F 197,196 shares
    Change vs previous 13F +7,167 shares

    2.74% of the 13F portfolio, value $35,219,206.

    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 190,029 shares
    Change vs previous 13F +14,754 shares

    2.4% of the 13F portfolio, value $27,499,097.

    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 175,275 shares
    Change vs previous 13F +2,158 shares

    2.28% of the 13F portfolio, value $24,741,819.

    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 173,117 shares
    Change vs previous 13F +4,747 shares

    2.29% of the 13F portfolio, value $24,496,056.

    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 168,370 shares
    Change vs previous 13F +2,326 shares

    2.34% of the 13F portfolio, value $22,399,945.

    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 166,044 shares
    Change vs previous 13F -6,446 shares

    2.36% of the 13F portfolio, value $20,672,478.

    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 172,490 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $23,349,971.

    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).