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Heartwood Wealth Advisors LLC: MSFT position timeline

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

Heartwood Wealth Advisors LLC held 10,198 MSFT 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 10,198 shares
    Change vs previous 13F +172 shares

    0.41% of the 13F portfolio, value $5,230,554.

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

  2. period ended2026-06-30
    13F 10,026 shares
    Change vs previous 13F +392 shares

    0.29% of the 13F portfolio, value $3,739,899.

    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 9,634 shares
    Change vs previous 13F -300 shares

    0.31% of the 13F portfolio, value $3,566,218.

    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 9,934 shares
    Change vs previous 13F +966 shares

    0.44% of the 13F portfolio, value $4,804,281.

    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 8,968 shares
    Change vs previous 13F +9 shares

    0.43% of the 13F portfolio, value $4,644,976.

    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 8,959 shares
    Change vs previous 13F +1,107 shares

    0.47% of the 13F portfolio, value $4,456,296.

    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 7,852 shares
    Change vs previous 13F -60 shares

    0.34% of the 13F portfolio, value $2,947,562.

    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 7,912 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,334,908.

    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).