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Heartwood Wealth Advisors LLC: MYCJ position timeline

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

Heartwood Wealth Advisors LLC held 409,472 MYCJ 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 409,472 shares
    Change vs previous 13F +8,570 shares

    0.77% of the 13F portfolio, value $9,798,665.

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

  2. period ended2026-06-30
    13F 400,902 shares
    Change vs previous 13F +6,801 shares

    0.77% of the 13F portfolio, value $9,901,277.

    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 394,101 shares
    Change vs previous 13F +45,507 shares

    0.85% of the 13F portfolio, value $9,775,675.

    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 348,594 shares
    Change vs previous 13F +6,832 shares

    0.8% of the 13F portfolio, value $8,718,336.

    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 341,762 shares
    Change vs previous 13F +6,406 shares

    0.8% of the 13F portfolio, value $8,566,265.

    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 335,356 shares
    Change vs previous 13F +1,869 shares

    0.87% of the 13F portfolio, value $8,347,883.

    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 333,487 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $8,210,450.

    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).