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Heartwood Wealth Advisors LLC: VONE position timeline

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

Heartwood Wealth Advisors LLC held 149,728 VONE 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 149,728 shares
    Change vs previous 13F -672 shares

    4.07% of the 13F portfolio, value $51,506,432.

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

  2. period ended2026-06-30
    13F 150,400 shares
    Change vs previous 13F +4,316 shares

    3.96% of the 13F portfolio, value $50,943,488.

    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 146,084 shares
    Change vs previous 13F +5,980 shares

    3.76% of the 13F portfolio, value $43,112,310.

    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 140,104 shares
    Change vs previous 13F -304 shares

    3.99% of the 13F portfolio, value $43,297,740.

    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 140,408 shares
    Change vs previous 13F -86 shares

    3.96% of the 13F portfolio, value $42,452,359.

    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 140,494 shares
    Change vs previous 13F +302 shares

    4.12% of the 13F portfolio, value $39,459,145.

    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 140,192 shares
    Change vs previous 13F +12,766 shares

    4.06% of the 13F portfolio, value $35,589,141.

    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 127,426 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $33,987,063.

    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).