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Disclosery

Heartwood Wealth Advisors LLC: SPDW position timeline

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

Heartwood Wealth Advisors LLC held 110,375 SPDW 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 110,375 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $5,541,929.

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

  2. period ended2026-06-30
    13F 110,375 shares
    Change vs previous 13F +116 shares

    0.43% of the 13F portfolio, value $5,561,796.

    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 110,259 shares
    Change vs previous 13F -3,845 shares

    0.44% of the 13F portfolio, value $5,033,323.

    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 114,104 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $5,067,359.

    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 114,104 shares
    Change vs previous 13F +233 shares

    0.46% of the 13F portfolio, value $4,882,510.

    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 113,871 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $4,610,637.

    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 113,871 shares
    Change vs previous 13F -1,983 shares

    0.47% of the 13F portfolio, value $4,146,043.

    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 115,854 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,954,097.

    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).