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Heartwood Wealth Advisors LLC: MYMJ position timeline

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

Heartwood Wealth Advisors LLC held 338,482 MYMJ 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 338,482 shares
    Change vs previous 13F +2,920 shares

    0.64% of the 13F portfolio, value $8,093,849.

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

  2. period ended2026-06-30
    13F 335,562 shares
    Change vs previous 13F +40,667 shares

    0.65% of the 13F portfolio, value $8,347,105.

    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 294,895 shares
    Change vs previous 13F +58,370 shares

    0.64% of the 13F portfolio, value $7,297,413.

    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 236,525 shares
    Change vs previous 13F +2,443 shares

    0.54% of the 13F portfolio, value $5,876,464.

    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 234,082 shares
    Change vs previous 13F +5,723 shares

    0.54% of the 13F portfolio, value $5,801,722.

    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 228,359 shares
    Change vs previous 13F +365 shares

    0.58% of the 13F portfolio, value $5,590,228.

    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 227,994 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,589,273.

    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).