Heartwood Wealth Advisors LLC: INTC position timeline

Heartwood Wealth Advisors LLC held 2,622 INTC 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 2,622 shares

   Change vs previous 13F +24 shares

   0.02% of the 13F portfolio, value $315,243.

   13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
   Accepted 2026-10-05 15:45:30 UTC, ingested 2026-10-06 10:25:10 UTC

2. period ended2026-06-30

   13F 2,598 shares

   Change vs previous 13F +2,598 shares

   0.03% of the 13F portfolio, value $362,759.

   13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,652 shares

   13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 2,652 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $88,975.

   13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).