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Heartwood Wealth Advisors LLC: RDIV position timeline

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

Heartwood Wealth Advisors LLC held 762,724 RDIV 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 762,724 shares
    Change vs previous 13F -1,164 shares

    3.44% of the 13F portfolio, value $43,589,677.

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

  2. period ended2026-06-30
    13F 763,888 shares
    Change vs previous 13F +24,078 shares

    3.44% of the 13F portfolio, value $44,305,504.

    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 739,810 shares
    Change vs previous 13F +2,698 shares

    3.59% of the 13F portfolio, value $41,177,825.

    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 737,112 shares
    Change vs previous 13F +13,516 shares

    3.53% of the 13F portfolio, value $38,359,308.

    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 723,596 shares
    Change vs previous 13F +12,557 shares

    3.52% of the 13F portfolio, value $37,713,824.

    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 711,039 shares
    Change vs previous 13F +8,081 shares

    3.55% of the 13F portfolio, value $34,023,216.

    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 702,958 shares
    Change vs previous 13F -5,991 shares

    3.92% of the 13F portfolio, value $34,318,410.

    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 708,949 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $34,206,789.

    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).