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Heartwood Wealth Advisors LLC: SCHA position timeline

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

Heartwood Wealth Advisors LLC held 54,392 SCHA 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 54,392 shares
    Change vs previous 13F -404 shares

    0.14% of the 13F portfolio, value $1,774,811.

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

  2. period ended2026-06-30
    13F 54,796 shares
    Change vs previous 13F +7,857 shares

    0.15% of the 13F portfolio, value $1,979,779.

    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 46,939 shares
    Change vs previous 13F +798 shares

    0.12% of the 13F portfolio, value $1,364,986.

    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 46,141 shares
    Change vs previous 13F +253 shares

    0.12% of the 13F portfolio, value $1,314,096.

    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 45,888 shares
    Change vs previous 13F +5,698 shares

    0.12% of the 13F portfolio, value $1,280,275.

    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 40,190 shares
    Change vs previous 13F +30,028 shares

    0.11% of the 13F portfolio, value $1,016,807.

    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 10,162 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $238,096.

    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 10,432 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $269,772.

    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).