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Heartwood Wealth Advisors LLC: UPS position timeline

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

Heartwood Wealth Advisors LLC held 16,141 UPS 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 16,141 shares
    Change vs previous 13F -441 shares

    0.12% of the 13F portfolio, value $1,508,215.

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

  2. period ended2026-06-30
    13F 16,582 shares
    Change vs previous 13F +1,568 shares

    0.14% of the 13F portfolio, value $1,782,565.

    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 15,014 shares
    Change vs previous 13F +12,043 shares

    0.13% of the 13F portfolio, value $1,477,077.

    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 2,971 shares
    Change vs previous 13F +232 shares

    0.03% of the 13F portfolio, value $294,693.

    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 2,739 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $228,789.

    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 2,743 shares
    Change vs previous 13F -7 shares

    0.03% of the 13F portfolio, value $276,878.

    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 2,750 shares
    Change vs previous 13F -145 shares

    0.03% of the 13F portfolio, value $302,473.

    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 2,895 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $365,060.

    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).