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Heartwood Wealth Advisors LLC: VTEB position timeline

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

Heartwood Wealth Advisors LLC held 517,180 VTEB 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 517,180 shares
    Change vs previous 13F +4,189 shares

    1.93% of the 13F portfolio, value $24,493,645.

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

  2. period ended2026-06-30
    13F 512,991 shares
    Change vs previous 13F +47,105 shares

    2.02% of the 13F portfolio, value $25,947,085.

    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 465,886 shares
    Change vs previous 13F +59,689 shares

    2.03% of the 13F portfolio, value $23,243,053.

    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 406,197 shares
    Change vs previous 13F +1,663 shares

    1.88% of the 13F portfolio, value $20,427,647.

    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 404,534 shares
    Change vs previous 13F +11,529 shares

    1.89% of the 13F portfolio, value $20,255,017.

    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 393,005 shares
    Change vs previous 13F -4,445 shares

    2.01% of the 13F portfolio, value $19,269,035.

    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 397,450 shares
    Change vs previous 13F +27,600 shares

    2.25% of the 13F portfolio, value $19,721,469.

    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 369,850 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $18,540,581.

    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).