Heartwood Wealth Advisors LLC: VT position timeline

Heartwood Wealth Advisors LLC held 2,995 VT 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 2,995 shares

   Change vs previous 13F -182 shares

   0.04% of the 13F portfolio, value $472,785.

   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 3,177 shares

   Change vs previous 13F +5 shares

   0.04% of the 13F portfolio, value $498,635.

   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 3,172 shares

   Change vs previous 13F +335 shares

   0.04% of the 13F portfolio, value $438,731.

   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 2,837 shares

   Change vs previous 13F +173 shares

   0.04% of the 13F portfolio, value $400,151.

   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 2,664 shares

   Change vs previous 13F +368 shares

   0.03% of the 13F portfolio, value $367,158.

   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 2,296 shares

   Change vs previous 13F -66 shares

   0.03% of the 13F portfolio, value $295,119.

   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 2,362 shares

   Change vs previous 13F +20 shares

   0.03% of the 13F portfolio, value $273,886.

   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 2,342 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $275,138.

   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).