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Disclosery

Heartwood Wealth Advisors LLC: MYCH position timeline

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

Heartwood Wealth Advisors LLC held 407,257 MYCH 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 407,257 shares
    Change vs previous 13F +7,966 shares

    0.79% of the 13F portfolio, value $10,024,713.

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

  2. period ended2026-06-30
    13F 399,291 shares
    Change vs previous 13F +6,623 shares

    0.77% of the 13F portfolio, value $9,944,342.

    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 392,668 shares
    Change vs previous 13F +52,955 shares

    0.85% of the 13F portfolio, value $9,799,030.

    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 339,713 shares
    Change vs previous 13F +3,995 shares

    0.78% of the 13F portfolio, value $8,521,701.

    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 335,718 shares
    Change vs previous 13F +6,529 shares

    0.79% of the 13F portfolio, value $8,438,272.

    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 329,189 shares
    Change vs previous 13F +3,542 shares

    0.86% of the 13F portfolio, value $8,244,539.

    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 325,647 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,098,841.

    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).