Skip to content
Disclosery

Heartwood Wealth Advisors LLC: IMCG position timeline

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

Heartwood Wealth Advisors LLC held 6,035 IMCG 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 6,035 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $566,626.

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

  2. period ended2026-06-30
    13F 6,035 shares
    Change vs previous 13F +2,089 shares

    0.05% of the 13F portfolio, value $593,241.

    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 3,946 shares
    Change vs previous 13F +297 shares

    0.03% of the 13F portfolio, value $310,826.

    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 3,649 shares
    Change vs previous 13F +1,508 shares

    0.03% of the 13F portfolio, value $291,336.

    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 2,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $177,125.

    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).