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Heartwood Wealth Advisors LLC: SPY position timeline

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

Heartwood Wealth Advisors LLC held 3,056 SPY 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 3,056 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,330,852.

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

  2. period ended2026-06-30
    13F 3,056 shares
    Change vs previous 13F +64 shares

    0.18% of the 13F portfolio, value $2,282,379.

    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 2,992 shares
    Change vs previous 13F +45 shares

    0.17% of the 13F portfolio, value $1,946,034.

    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 2,947 shares
    Change vs previous 13F +641 shares

    0.19% of the 13F portfolio, value $2,009,846.

    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 2,306 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,536,434.

    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 2,306 shares
    Change vs previous 13F +232 shares

    0.15% of the 13F portfolio, value $1,424,968.

    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 2,074 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $1,160,362.

    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 2,106 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,234,480.

    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).