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Heartwood Wealth Advisors LLC: SILJ position timeline

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

Heartwood Wealth Advisors LLC held 56,660 SILJ 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 56,660 shares
    Change vs previous 13F +1,344 shares

    0.12% of the 13F portfolio, value $1,545,685.

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

  2. period ended2026-06-30
    13F 55,316 shares
    Change vs previous 13F +5,427 shares

    0.11% of the 13F portfolio, value $1,433,791.

    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 49,889 shares
    Change vs previous 13F -37,827 shares

    0.13% of the 13F portfolio, value $1,482,701.

    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 87,716 shares
    Change vs previous 13F +3,438 shares

    0.22% of the 13F portfolio, value $2,427,102.

    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 84,278 shares
    Change vs previous 13F +1,433 shares

    0.18% of the 13F portfolio, value $1,945,979.

    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 82,845 shares
    Change vs previous 13F +167 shares

    0.13% of the 13F portfolio, value $1,226,106.

    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 82,678 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,002,057.

    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).