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Heartwood Wealth Advisors LLC: VV position timeline

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

Heartwood Wealth Advisors LLC held 376,197 VV 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 376,197 shares
    Change vs previous 13F -910 shares

    10.45% of the 13F portfolio, value $132,364,914.

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

  2. period ended2026-06-30
    13F 377,107 shares
    Change vs previous 13F +12,560 shares

    10.07% of the 13F portfolio, value $129,690,868.

    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 364,547 shares
    Change vs previous 13F +6,695 shares

    9.5% of the 13F portfolio, value $108,944,871.

    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 357,852 shares
    Change vs previous 13F +3,145 shares

    10.38% of the 13F portfolio, value $112,651,810.

    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 354,707 shares
    Change vs previous 13F +2,529 shares

    10.19% of the 13F portfolio, value $109,200,097.

    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 352,178 shares
    Change vs previous 13F +3,622 shares

    10.49% of the 13F portfolio, value $100,476,383.

    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 348,556 shares
    Change vs previous 13F -39,753 shares

    10.23% of the 13F portfolio, value $89,589,349.

    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 388,309 shares
    Change vs previous 13F not available

    11.79% of the 13F portfolio, value $104,726,937.

    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).