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Heartwood Wealth Advisors LLC: SPYD position timeline

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

Heartwood Wealth Advisors LLC held 98,897 SPYD 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 98,897 shares
    Change vs previous 13F +20,121 shares

    0.35% of the 13F portfolio, value $4,486,957.

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

  2. period ended2026-06-30
    13F 78,776 shares
    Change vs previous 13F +3,529 shares

    0.29% of the 13F portfolio, value $3,758,403.

    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 75,247 shares
    Change vs previous 13F -52,606 shares

    0.3% of the 13F portfolio, value $3,425,243.

    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 127,853 shares
    Change vs previous 13F +3,800 shares

    0.51% of the 13F portfolio, value $5,529,642.

    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 124,053 shares
    Change vs previous 13F +7,033 shares

    0.51% of the 13F portfolio, value $5,458,332.

    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 117,020 shares
    Change vs previous 13F +2,880 shares

    0.52% of the 13F portfolio, value $4,966,329.

    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 114,140 shares
    Change vs previous 13F +1,163 shares

    0.58% of the 13F portfolio, value $5,051,836.

    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 112,977 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,885,125.

    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).