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Heartwood Wealth Advisors LLC: VTV position timeline

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

Heartwood Wealth Advisors LLC held 111,205 VTV 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 111,205 shares
    Change vs previous 13F -1,724 shares

    1.9% of the 13F portfolio, value $24,029,176.

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

  2. period ended2026-06-30
    13F 112,929 shares
    Change vs previous 13F -78 shares

    1.91% of the 13F portfolio, value $24,610,617.

    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 113,007 shares
    Change vs previous 13F +808 shares

    1.93% of the 13F portfolio, value $22,171,973.

    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 112,199 shares
    Change vs previous 13F -395 shares

    1.97% of the 13F portfolio, value $21,428,887.

    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 112,594 shares
    Change vs previous 13F +360 shares

    1.96% of the 13F portfolio, value $20,997,655.

    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 112,234 shares
    Change vs previous 13F -1,249 shares

    2.07% of the 13F portfolio, value $19,836,237.

    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 113,483 shares
    Change vs previous 13F -4,287 shares

    2.24% of the 13F portfolio, value $19,603,053.

    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 117,770 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $19,938,461.

    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).