Skip to content
Disclosery

Heartwood Wealth Advisors LLC: VBR position timeline

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

Heartwood Wealth Advisors LLC held 20,695 VBR 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 20,695 shares
    Change vs previous 13F +108 shares

    0.38% of the 13F portfolio, value $4,781,166.

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

  2. period ended2026-06-30
    13F 20,587 shares
    Change vs previous 13F +1,917 shares

    0.39% of the 13F portfolio, value $5,002,435.

    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 18,670 shares
    Change vs previous 13F +1,942 shares

    0.35% of the 13F portfolio, value $4,056,058.

    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 16,728 shares
    Change vs previous 13F +1,446 shares

    0.33% of the 13F portfolio, value $3,542,823.

    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 15,282 shares
    Change vs previous 13F +244 shares

    0.3% of the 13F portfolio, value $3,189,506.

    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 15,038 shares
    Change vs previous 13F +21 shares

    0.31% of the 13F portfolio, value $2,932,560.

    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 15,017 shares
    Change vs previous 13F -1,242 shares

    0.32% of the 13F portfolio, value $2,797,517.

    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 16,259 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,222,209.

    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).