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Heartwood Wealth Advisors LLC: VYM position timeline

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

Heartwood Wealth Advisors LLC held 277,424 VYM 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 277,424 shares
    Change vs previous 13F -357 shares

    3.4% of the 13F portfolio, value $43,056,205.

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

  2. period ended2026-06-30
    13F 277,781 shares
    Change vs previous 13F +8,859 shares

    3.41% of the 13F portfolio, value $43,897,731.

    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 268,922 shares
    Change vs previous 13F +1,118 shares

    3.47% of the 13F portfolio, value $39,827,348.

    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 267,804 shares
    Change vs previous 13F +3,186 shares

    3.54% of the 13F portfolio, value $38,435,230.

    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 264,618 shares
    Change vs previous 13F +3,221 shares

    3.48% of the 13F portfolio, value $37,297,907.

    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 261,397 shares
    Change vs previous 13F +6,034 shares

    3.64% of the 13F portfolio, value $34,846,834.

    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 255,363 shares
    Change vs previous 13F -10,374 shares

    3.76% of the 13F portfolio, value $32,931,612.

    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 265,737 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $33,905,384.

    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).