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Disclosery

Heartwood Wealth Advisors LLC: IYE position timeline

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

Heartwood Wealth Advisors LLC held 28,267 IYE 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 28,267 shares
    Change vs previous 13F -455 shares

    0.14% of the 13F portfolio, value $1,831,702.

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

  2. period ended2026-06-30
    13F 28,722 shares
    Change vs previous 13F +2,319 shares

    0.13% of the 13F portfolio, value $1,625,378.

    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 26,403 shares
    Change vs previous 13F +7,609 shares

    0.15% of the 13F portfolio, value $1,710,122.

    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 18,794 shares
    Change vs previous 13F +2,775 shares

    0.08% of the 13F portfolio, value $893,279.

    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 16,019 shares
    Change vs previous 13F +547 shares

    0.07% of the 13F portfolio, value $761,223.

    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 15,472 shares
    Change vs previous 13F +42 shares

    0.07% of the 13F portfolio, value $699,644.

    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 15,430 shares
    Change vs previous 13F -11,295 shares

    0.09% of the 13F portfolio, value $760,699.

    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 26,725 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,217,858.

    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).