Filing History
Heartwood Wealth Advisors LLC
12 parsed filings · CIK 0001794935
- 13F HOLDINGS REPORTQ/E Dec 2025202 pos · $1.09BSEC
- 13F HOLDINGS REPORTQ/E Sep 2025631 pos · $1.07BSEC
- 13F HOLDINGS REPORTQ/E Jun 2025183 pos · $957.6MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025173 pos · $876.1MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024170 pos · $888.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024174 pos · $903.3MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024172 pos · $836.7MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024157 pos · $812.2MSEC
- 13F HOLDINGS REPORTQ/E Dec 2023130 pos · $678.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023140 pos · $705.0MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023133 pos · $671.0MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023125 pos · $638.6MSEC