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Heartwood Wealth Advisors LLC: VWO position timeline

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

Heartwood Wealth Advisors LLC held 97,964 VWO 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 97,964 shares
    Change vs previous 13F +378 shares

    0.46% of the 13F portfolio, value $5,810,245.

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

  2. period ended2026-06-30
    13F 97,586 shares
    Change vs previous 13F +7,908 shares

    0.45% of the 13F portfolio, value $5,824,908.

    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 89,678 shares
    Change vs previous 13F +3,405 shares

    0.42% of the 13F portfolio, value $4,847,096.

    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 86,273 shares
    Change vs previous 13F +3,637 shares

    0.43% of the 13F portfolio, value $4,638,036.

    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 82,636 shares
    Change vs previous 13F +3,990 shares

    0.42% of the 13F portfolio, value $4,477,194.

    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 78,646 shares
    Change vs previous 13F +7,395 shares

    0.41% of the 13F portfolio, value $3,889,809.

    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 71,251 shares
    Change vs previous 13F -2,256 shares

    0.37% of the 13F portfolio, value $3,224,800.

    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 73,507 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,237,228.

    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).