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Heartwood Wealth Advisors LLC: NVDA position timeline

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

Heartwood Wealth Advisors LLC held 8,849 NVDA 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 8,849 shares
    Change vs previous 13F -285 shares

    0.16% of the 13F portfolio, value $2,020,935.

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

  2. period ended2026-06-30
    13F 9,134 shares
    Change vs previous 13F +460 shares

    0.14% of the 13F portfolio, value $1,827,622.

    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 8,674 shares
    Change vs previous 13F -471 shares

    0.13% of the 13F portfolio, value $1,512,746.

    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 9,145 shares
    Change vs previous 13F +2,974 shares

    0.16% of the 13F portfolio, value $1,705,543.

    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 6,171 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $1,151,385.

    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 6,166 shares
    Change vs previous 13F -44 shares

    0.1% of the 13F portfolio, value $974,166.

    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 6,210 shares
    Change vs previous 13F -3,347 shares

    0.08% of the 13F portfolio, value $673,040.

    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).

  8. period ended2024-12-31
    13F 9,557 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,283,410.

    13F-HR 0001794935-25-000002 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).