Heartwood Wealth Advisors LLC: TFC position timeline

Heartwood Wealth Advisors LLC held 0 TFC shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -3,222 shares

   13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 3,222 shares

   Change vs previous 13F -2,390 shares

   0.01% of the 13F portfolio, value $147,310.

   13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 5,612 shares

   Change vs previous 13F -1,086 shares

   0.03% of the 13F portfolio, value $241,260.

   13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 6,698 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $275,623.

   13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 6,698 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $290,559.

   13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).