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Heartwood Wealth Advisors LLC: TLT position timeline

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

Heartwood Wealth Advisors LLC held 117,855 TLT 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 117,855 shares
    Change vs previous 13F +2,742 shares

    0.72% of the 13F portfolio, value $9,166,762.

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

  2. period ended2026-06-30
    13F 115,113 shares
    Change vs previous 13F +1,966 shares

    0.77% of the 13F portfolio, value $9,948,065.

    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 113,147 shares
    Change vs previous 13F +14,254 shares

    0.86% of the 13F portfolio, value $9,808,713.

    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 98,893 shares
    Change vs previous 13F -6,428 shares

    0.79% of the 13F portfolio, value $8,619,514.

    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 105,321 shares
    Change vs previous 13F +1,877 shares

    0.88% of the 13F portfolio, value $9,412,571.

    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 103,444 shares
    Change vs previous 13F +736 shares

    0.95% of the 13F portfolio, value $9,128,966.

    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 102,708 shares
    Change vs previous 13F +14,321 shares

    1.07% of the 13F portfolio, value $9,349,543.

    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 88,387 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $7,718,869.

    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).