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Heartwood Wealth Advisors LLC: SCHE position timeline

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

Heartwood Wealth Advisors LLC held 1,517,959 SCHE 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 1,517,959 shares
    Change vs previous 13F -711 shares

    4.37% of the 13F portfolio, value $55,329,606.

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

  2. period ended2026-06-30
    13F 1,518,670 shares
    Change vs previous 13F +47,041 shares

    4.28% of the 13F portfolio, value $55,066,974.

    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 1,471,629 shares
    Change vs previous 13F -77,343 shares

    4.23% of the 13F portfolio, value $48,490,176.

    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 1,548,972 shares
    Change vs previous 13F +7,691 shares

    4.67% of the 13F portfolio, value $50,728,833.

    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 1,541,281 shares
    Change vs previous 13F +10,650 shares

    4.8% of the 13F portfolio, value $51,432,547.

    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 1,530,631 shares
    Change vs previous 13F +6,722 shares

    4.82% of the 13F portfolio, value $46,133,218.

    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 1,523,909 shares
    Change vs previous 13F +9,289 shares

    4.8% of the 13F portfolio, value $42,014,171.

    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 1,514,620 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $40,334,331.

    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).