Heartwood Wealth Advisors LLC: VB position timeline

Heartwood Wealth Advisors LLC held 382,477 VB 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 382,477 shares

   Change vs previous 13F -835 shares

   8.59% of the 13F portfolio, value $108,810,882.

   13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
   Accepted 2026-10-05 15:45:30 UTC, ingested 2026-10-06 10:25:10 UTC

2. period ended2026-06-30

   13F 383,312 shares

   Change vs previous 13F +12,179 shares

   9.02% of the 13F portfolio, value $116,189,533.

   13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 371,133 shares

   Change vs previous 13F +18,203 shares

   8.48% of the 13F portfolio, value $97,207,155.

   13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 352,930 shares

   Change vs previous 13F +3,851 shares

   8.39% of the 13F portfolio, value $91,038,294.

   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).

5. period ended2025-09-30

   13F 349,079 shares

   Change vs previous 13F +3,112 shares

   8.28% of the 13F portfolio, value $88,763,808.

   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).

6. period ended2025-06-30

   13F 345,967 shares

   Change vs previous 13F +4,805 shares

   8.56% of the 13F portfolio, value $81,987,260.

   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).

7. period ended2025-03-31

   13F 341,162 shares

   Change vs previous 13F -15,878 shares

   8.63% of the 13F portfolio, value $75,652,674.

   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).

8. period ended2024-12-31

   13F 357,040 shares

   Change vs previous 13F not available

   9.66% of the 13F portfolio, value $85,789,571.

   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).