Skip to content
Disclosery

Heartwood Wealth Advisors LLC: SPTS position timeline

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

Heartwood Wealth Advisors LLC held 1,029,860 SPTS 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 1,029,860 shares
    Change vs previous 13F +15,202 shares

    2.33% of the 13F portfolio, value $29,526,086.

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

  2. period ended2026-06-30
    13F 1,014,658 shares
    Change vs previous 13F +5,515 shares

    2.29% of the 13F portfolio, value $29,435,229.

    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 1,009,143 shares
    Change vs previous 13F +149,964 shares

    2.57% of the 13F portfolio, value $29,446,793.

    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 859,179 shares
    Change vs previous 13F +11,235 shares

    2.32% of the 13F portfolio, value $25,156,761.

    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 847,944 shares
    Change vs previous 13F +12,268 shares

    2.32% of the 13F portfolio, value $24,861,718.

    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 835,676 shares
    Change vs previous 13F -1,420 shares

    2.56% of the 13F portfolio, value $24,476,950.

    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 837,096 shares
    Change vs previous 13F +38,697 shares

    2.79% of the 13F portfolio, value $24,476,687.

    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 798,399 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $23,161,555.

    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).