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Heartwood Wealth Advisors LLC: XME position timeline

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

Heartwood Wealth Advisors LLC held 17,064 XME 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 17,064 shares
    Change vs previous 13F +152 shares

    0.14% of the 13F portfolio, value $1,767,148.

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

  2. period ended2026-06-30
    13F 16,912 shares
    Change vs previous 13F +1,371 shares

    0.14% of the 13F portfolio, value $1,808,400.

    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 15,541 shares
    Change vs previous 13F -2,534 shares

    0.15% of the 13F portfolio, value $1,678,583.

    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 18,075 shares
    Change vs previous 13F +695 shares

    0.17% of the 13F portfolio, value $1,872,751.

    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 17,380 shares
    Change vs previous 13F -8,386 shares

    0.15% of the 13F portfolio, value $1,619,642.

    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 25,766 shares
    Change vs previous 13F +35 shares

    0.18% of the 13F portfolio, value $1,731,991.

    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 25,731 shares
    Change vs previous 13F -700 shares

    0.16% of the 13F portfolio, value $1,440,679.

    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 26,431 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,499,959.

    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).