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Heartwood Wealth Advisors LLC: XSHD position timeline

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

Heartwood Wealth Advisors LLC held 185,979 XSHD 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 185,979 shares
    Change vs previous 13F +753 shares

    0.19% of the 13F portfolio, value $2,389,830.

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

  2. period ended2026-06-30
    13F 185,226 shares
    Change vs previous 13F +8,953 shares

    0.2% of the 13F portfolio, value $2,615,391.

    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 176,273 shares
    Change vs previous 13F +32,275 shares

    0.2% of the 13F portfolio, value $2,313,125.

    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 143,998 shares
    Change vs previous 13F +11,904 shares

    0.17% of the 13F portfolio, value $1,844,614.

    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 132,094 shares
    Change vs previous 13F +10,337 shares

    0.17% of the 13F portfolio, value $1,772,701.

    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 121,757 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,639,336.

    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).