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Heartwood Wealth Advisors LLC: SCHF position timeline

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

Heartwood Wealth Advisors LLC held 61,398 SCHF 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 61,398 shares
    Change vs previous 13F -336 shares

    0.13% of the 13F portfolio, value $1,686,603.

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

  2. period ended2026-06-30
    13F 61,734 shares
    Change vs previous 13F +6,712 shares

    0.13% of the 13F portfolio, value $1,710,032.

    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 55,022 shares
    Change vs previous 13F -1,691 shares

    0.12% of the 13F portfolio, value $1,361,795.

    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 56,713 shares
    Change vs previous 13F +669 shares

    0.13% of the 13F portfolio, value $1,363,381.

    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 56,044 shares
    Change vs previous 13F +3,970 shares

    0.12% of the 13F portfolio, value $1,304,704.

    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 52,074 shares
    Change vs previous 13F +22,084 shares

    0.12% of the 13F portfolio, value $1,150,835.

    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 29,990 shares
    Change vs previous 13F -518 shares

    0.07% of the 13F portfolio, value $593,202.

    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 30,508 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $564,398.

    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).