Heartwood Wealth Advisors LLC: MYMK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heartwood Wealth Advisors LLC on MYMK, newest first. How the timeline and the estimate are built.
Heartwood Wealth Advisors LLC held 304,655 MYMK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 304,655 sharesChange vs previous 13F +2,909 shares
0.58% of the 13F portfolio, value $7,358,942.
13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 301,746 sharesChange vs previous 13F +36,483 shares
0.59% of the 13F portfolio, value $7,575,333.
13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 265,263 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $6,606,375.
13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).