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Heartwood Wealth Advisors LLC: VEA position timeline

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

Heartwood Wealth Advisors LLC held 862,689 VEA 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 862,689 shares
    Change vs previous 13F -1,045 shares

    4.81% of the 13F portfolio, value $60,914,470.

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

  2. period ended2026-06-30
    13F 863,734 shares
    Change vs previous 13F +31,448 shares

    4.78% of the 13F portfolio, value $61,541,048.

    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 832,286 shares
    Change vs previous 13F -69,056 shares

    4.65% of the 13F portfolio, value $53,332,887.

    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 901,342 shares
    Change vs previous 13F +9,688 shares

    5.19% of the 13F portfolio, value $56,306,835.

    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 891,654 shares
    Change vs previous 13F +5,597 shares

    4.99% of the 13F portfolio, value $53,427,908.

    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 886,057 shares
    Change vs previous 13F +5,723 shares

    5.27% of the 13F portfolio, value $50,514,110.

    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 880,334 shares
    Change vs previous 13F -31,087 shares

    5.11% of the 13F portfolio, value $44,747,377.

    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 911,421 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $43,584,152.

    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).