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Heartwood Wealth Advisors LLC: SCHM position timeline

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

Heartwood Wealth Advisors LLC held 24,639 SCHM 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 24,639 shares
    Change vs previous 13F -206 shares

    0.07% of the 13F portfolio, value $838,219.

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

  2. period ended2026-06-30
    13F 24,845 shares
    Change vs previous 13F +3,436 shares

    0.07% of the 13F portfolio, value $916,035.

    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 21,409 shares
    Change vs previous 13F +998 shares

    0.06% of the 13F portfolio, value $662,823.

    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 20,411 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $613,759.

    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 20,255 shares
    Change vs previous 13F +2,396 shares

    0.06% of the 13F portfolio, value $600,358.

    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 17,859 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $500,945.

    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).