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Heartwood Wealth Advisors LLC: MYCI position timeline

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

Heartwood Wealth Advisors LLC held 408,509 MYCI 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 408,509 shares
    Change vs previous 13F +8,321 shares

    0.78% of the 13F portfolio, value $9,914,963.

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

  2. period ended2026-06-30
    13F 400,188 shares
    Change vs previous 13F +6,717 shares

    0.77% of the 13F portfolio, value $9,914,137.

    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 393,471 shares
    Change vs previous 13F +47,795 shares

    0.85% of the 13F portfolio, value $9,788,732.

    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 345,676 shares
    Change vs previous 13F +7,019 shares

    0.8% of the 13F portfolio, value $8,657,801.

    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 338,657 shares
    Change vs previous 13F +6,484 shares

    0.79% of the 13F portfolio, value $8,495,211.

    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 332,173 shares
    Change vs previous 13F +1,901 shares

    0.87% of the 13F portfolio, value $8,289,377.

    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 330,272 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $8,167,627.

    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).