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Heartwood Wealth Advisors LLC: VYMI position timeline

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

Heartwood Wealth Advisors LLC held 71,324 VYMI 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 71,324 shares
    Change vs previous 13F +284 shares

    0.57% of the 13F portfolio, value $7,212,996.

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

  2. period ended2026-06-30
    13F 71,040 shares
    Change vs previous 13F +2,743 shares

    0.54% of the 13F portfolio, value $6,976,128.

    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 68,297 shares
    Change vs previous 13F +4,662 shares

    0.56% of the 13F portfolio, value $6,436,309.

    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 63,635 shares
    Change vs previous 13F +4,407 shares

    0.53% of the 13F portfolio, value $5,727,150.

    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 59,228 shares
    Change vs previous 13F +2,784 shares

    0.47% of the 13F portfolio, value $5,015,427.

    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 56,444 shares
    Change vs previous 13F +1,241 shares

    0.47% of the 13F portfolio, value $4,521,729.

    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 55,203 shares
    Change vs previous 13F +4,007 shares

    0.46% of the 13F portfolio, value $4,067,909.

    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 51,196 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,475,184.

    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).