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Heartwood Wealth Advisors LLC: SCHX position timeline

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

Heartwood Wealth Advisors LLC held 84,722 SCHX 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 84,722 shares
    Change vs previous 13F -680 shares

    0.2% of the 13F portfolio, value $2,541,660.

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

  2. period ended2026-06-30
    13F 85,402 shares
    Change vs previous 13F +14,872 shares

    0.2% of the 13F portfolio, value $2,513,381.

    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 70,530 shares
    Change vs previous 13F +2,907 shares

    0.16% of the 13F portfolio, value $1,808,389.

    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 67,623 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,819,735.

    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 67,623 shares
    Change vs previous 13F +7,823 shares

    0.17% of the 13F portfolio, value $1,781,190.

    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 59,800 shares
    Change vs previous 13F +42,529 shares

    0.15% of the 13F portfolio, value $1,461,512.

    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 17,271 shares
    Change vs previous 13F -2,439 shares

    0.04% of the 13F portfolio, value $381,344.

    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 19,710 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $456,878.

    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).