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Heartwood Wealth Advisors LLC: VO position timeline

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

Heartwood Wealth Advisors LLC held 619,013 VO 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 619,013 shares
    Change vs previous 13F -622 shares

    3.83% of the 13F portfolio, value $48,542,999.

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

  2. period ended2026-06-30
    13F 619,635 shares
    Change vs previous 13F +470,855 shares

    3.88% of the 13F portfolio, value $49,923,992.

    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 148,780 shares
    Change vs previous 13F +8,585 shares

    3.73% of the 13F portfolio, value $42,726,640.

    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 140,195 shares
    Change vs previous 13F +1,205 shares

    3.75% of the 13F portfolio, value $40,687,393.

    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 138,990 shares
    Change vs previous 13F +2,422 shares

    3.81% of the 13F portfolio, value $40,826,923.

    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 136,568 shares
    Change vs previous 13F +857 shares

    3.99% of the 13F portfolio, value $38,215,823.

    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 135,711 shares
    Change vs previous 13F -5,421 shares

    4.01% of the 13F portfolio, value $35,097,579.

    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 141,132 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $37,277,195.

    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).