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Heartwood Wealth Advisors LLC: ILF position timeline

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

Heartwood Wealth Advisors LLC held 27,230 ILF 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 27,230 shares
    Change vs previous 13F +343 shares

    0.07% of the 13F portfolio, value $939,435.

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

  2. period ended2026-06-30
    13F 26,887 shares
    Change vs previous 13F +2,540 shares

    0.07% of the 13F portfolio, value $907,436.

    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 24,347 shares
    Change vs previous 13F -1,943 shares

    0.08% of the 13F portfolio, value $864,805.

    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 26,290 shares
    Change vs previous 13F +2,576 shares

    0.07% of the 13F portfolio, value $800,531.

    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 23,714 shares
    Change vs previous 13F +564 shares

    0.06% of the 13F portfolio, value $685,097.

    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 23,150 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $606,762.

    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 23,102 shares
    Change vs previous 13F -7,888 shares

    0.06% of the 13F portfolio, value $544,052.

    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 30,990 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $648,001.

    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).