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Heartwood Wealth Advisors LLC: MYMI position timeline

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

Heartwood Wealth Advisors LLC held 325,722 MYMI 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 325,722 shares
    Change vs previous 13F +2,928 shares

    0.61% of the 13F portfolio, value $7,768,470.

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

  2. period ended2026-06-30
    13F 322,794 shares
    Change vs previous 13F +36,838 shares

    0.62% of the 13F portfolio, value $7,984,310.

    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 285,956 shares
    Change vs previous 13F +48,887 shares

    0.61% of the 13F portfolio, value $7,042,124.

    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 237,069 shares
    Change vs previous 13F +2,477 shares

    0.54% of the 13F portfolio, value $5,836,639.

    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 234,592 shares
    Change vs previous 13F +5,737 shares

    0.54% of the 13F portfolio, value $5,781,520.

    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 228,855 shares
    Change vs previous 13F +365 shares

    0.58% of the 13F portfolio, value $5,586,351.

    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 228,490 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,587,197.

    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).