Skip to content
Disclosery

Heartwood Wealth Advisors LLC: MUB position timeline

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

Heartwood Wealth Advisors LLC held 11,868 MUB 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 11,868 shares
    Change vs previous 13F -11 shares

    0.09% of the 13F portfolio, value $1,199,855.

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

  2. period ended2026-06-30
    13F 11,879 shares
    Change vs previous 13F -32 shares

    0.1% of the 13F portfolio, value $1,278,418.

    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 11,911 shares
    Change vs previous 13F -306 shares

    0.11% of the 13F portfolio, value $1,264,353.

    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 12,217 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $1,308,563.

    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 12,237 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $1,303,118.

    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 12,257 shares
    Change vs previous 13F -1,656 shares

    0.13% of the 13F portfolio, value $1,280,611.

    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 13,913 shares
    Change vs previous 13F -97,077 shares

    0.17% of the 13F portfolio, value $1,466,987.

    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 110,990 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $11,825,985.

    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).