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Heartwood Wealth Advisors LLC: KBWY position timeline

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

Heartwood Wealth Advisors LLC held 155,081 KBWY 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 155,081 shares
    Change vs previous 13F +577 shares

    0.2% of the 13F portfolio, value $2,580,548.

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

  2. period ended2026-06-30
    13F 154,504 shares
    Change vs previous 13F +7,485 shares

    0.22% of the 13F portfolio, value $2,869,139.

    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 147,019 shares
    Change vs previous 13F +19,307 shares

    0.2% of the 13F portfolio, value $2,246,450.

    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 127,712 shares
    Change vs previous 13F +9,979 shares

    0.18% of the 13F portfolio, value $1,970,903.

    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 117,733 shares
    Change vs previous 13F +9,087 shares

    0.18% of the 13F portfolio, value $1,877,841.

    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 108,646 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,709,002.

    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).