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Heartwood Wealth Advisors LLC: XMPT position timeline

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

Heartwood Wealth Advisors LLC held 344,261 XMPT 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 344,261 shares
    Change vs previous 13F +3,334 shares

    0.52% of the 13F portfolio, value $6,616,696.

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

  2. period ended2026-06-30
    13F 340,927 shares
    Change vs previous 13F +41,903 shares

    0.59% of the 13F portfolio, value $7,616,309.

    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 299,024 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,429,016.

    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).