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Heartwood Wealth Advisors LLC: TIP position timeline

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

Heartwood Wealth Advisors LLC held 187,329 TIP 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 187,329 shares
    Change vs previous 13F +4,125 shares

    1.54% of the 13F portfolio, value $19,489,709.

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

  2. period ended2026-06-30
    13F 183,204 shares
    Change vs previous 13F +3,251 shares

    1.56% of the 13F portfolio, value $20,048,014.

    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 179,953 shares
    Change vs previous 13F +20,622 shares

    1.73% of the 13F portfolio, value $19,859,613.

    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 159,331 shares
    Change vs previous 13F +3,225 shares

    1.61% of the 13F portfolio, value $17,512,070.

    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 156,106 shares
    Change vs previous 13F +2,896 shares

    1.62% of the 13F portfolio, value $17,362,109.

    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 153,210 shares
    Change vs previous 13F +782 shares

    1.76% of the 13F portfolio, value $16,859,228.

    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 152,428 shares
    Change vs previous 13F +8,050 shares

    1.93% of the 13F portfolio, value $16,933,227.

    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 144,378 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $15,383,476.

    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).