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Heartwood Wealth Advisors LLC: INDA position timeline

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

Heartwood Wealth Advisors LLC held 17,541 INDA 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 17,541 shares
    Change vs previous 13F +701 shares

    0.06% of the 13F portfolio, value $818,814.

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

  2. period ended2026-06-30
    13F 16,840 shares
    Change vs previous 13F +2,334 shares

    0.06% of the 13F portfolio, value $831,728.

    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 14,506 shares
    Change vs previous 13F +3,166 shares

    0.06% of the 13F portfolio, value $679,461.

    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 11,340 shares
    Change vs previous 13F +1,449 shares

    0.06% of the 13F portfolio, value $612,927.

    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 9,891 shares
    Change vs previous 13F +281 shares

    0.05% of the 13F portfolio, value $514,925.

    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 9,610 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $535,085.

    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 9,590 shares
    Change vs previous 13F -808 shares

    0.06% of the 13F portfolio, value $493,693.

    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 10,398 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $547,351.

    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).