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Heartwood Wealth Advisors LLC: SPSK position timeline

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

Heartwood Wealth Advisors LLC held 21,713 SPSK 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 21,713 shares
    Change vs previous 13F +925 shares

    0.03% of the 13F portfolio, value $377,155.

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

  2. period ended2026-06-30
    13F 20,788 shares
    Change vs previous 13F +1,387 shares

    0.03% of the 13F portfolio, value $374,392.

    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 19,401 shares
    Change vs previous 13F +2,707 shares

    0.03% of the 13F portfolio, value $347,278.

    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 16,694 shares
    Change vs previous 13F +452 shares

    0.03% of the 13F portfolio, value $304,749.

    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 16,242 shares
    Change vs previous 13F +903 shares

    0.03% of the 13F portfolio, value $300,152.

    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 15,339 shares
    Change vs previous 13F +460 shares

    0.03% of the 13F portfolio, value $279,477.

    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 14,879 shares
    Change vs previous 13F +2,741 shares

    0.03% of the 13F portfolio, value $268,120.

    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 12,138 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,421.

    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).