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Heartwood Wealth Advisors LLC: XLK position timeline

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

Heartwood Wealth Advisors LLC held 21,147 XLK 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 21,147 shares
    Change vs previous 13F -15 shares

    0.33% of the 13F portfolio, value $4,139,525.

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

  2. period ended2026-06-30
    13F 21,162 shares
    Change vs previous 13F -131 shares

    0.31% of the 13F portfolio, value $4,031,784.

    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 21,293 shares
    Change vs previous 13F -1,442 shares

    0.25% of the 13F portfolio, value $2,829,840.

    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 22,735 shares
    Change vs previous 13F +11,667 shares

    0.3% of the 13F portfolio, value $3,273,158.

    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 11,068 shares
    Change vs previous 13F +106 shares

    0.29% of the 13F portfolio, value $3,119,626.

    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 10,962 shares
    Change vs previous 13F -37 shares

    0.29% of the 13F portfolio, value $2,775,907.

    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 10,999 shares
    Change vs previous 13F -491 shares

    0.26% of the 13F portfolio, value $2,271,074.

    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 11,490 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,671,655.

    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).