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Heartwood Wealth Advisors LLC: URA position timeline

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

Heartwood Wealth Advisors LLC held 453,502 URA 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 453,502 shares
    Change vs previous 13F +1,484 shares

    1.43% of the 13F portfolio, value $18,072,055.

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

  2. period ended2026-06-30
    13F 452,018 shares
    Change vs previous 13F +13,957 shares

    1.53% of the 13F portfolio, value $19,753,187.

    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 438,061 shares
    Change vs previous 13F -194,792 shares

    1.85% of the 13F portfolio, value $21,215,294.

    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 632,853 shares
    Change vs previous 13F -1,776 shares

    2.49% of the 13F portfolio, value $27,041,809.

    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 634,629 shares
    Change vs previous 13F +1,101 shares

    2.82% of the 13F portfolio, value $30,252,764.

    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 633,528 shares
    Change vs previous 13F +6,827 shares

    2.57% of the 13F portfolio, value $24,587,222.

    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 626,701 shares
    Change vs previous 13F +39,979 shares

    1.64% of the 13F portfolio, value $14,363,987.

    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 586,722 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $15,712,415.

    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).