Heartwood Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Heartwood Wealth Advisors going back to Jan. 31, 2020
- Heartwood Wealth Advisors 2024 Q3 - filed Oct. 7, 2024 - new!
- Heartwood Wealth Advisors 2024 Q2 - filed July 9, 2024
- Heartwood Wealth Advisors 2024 Q1 - filed April 2, 2024
- Heartwood Wealth Advisors 2023 Q4 - filed Jan. 17, 2024
- Heartwood Wealth Advisors 2023 Q3 - filed Oct. 17, 2023
- Heartwood Wealth Advisors 2023 Q2 - filed July 19, 2023
- Heartwood Wealth Advisors 2023 Q1 - filed April 14, 2023
- Heartwood Wealth Advisors 2022 Q4 - filed Jan. 12, 2023
- Heartwood Wealth Advisors 2022 Q3 - filed Oct. 25, 2022
- Heartwood Wealth Advisors 2022 Q2 - filed July 25, 2022
- Heartwood Wealth Advisors 2022 Q1 - filed April 26, 2022
- Heartwood Wealth Advisors 2021 Q4 - filed Jan. 12, 2022
- Heartwood Wealth Advisors 2021 Q3 - filed Oct. 12, 2021
- Heartwood Wealth Advisors 2021 Q2 - filed July 21, 2021
- Heartwood Wealth Advisors 2021 Q1 - filed April 19, 2021
- Heartwood Wealth Advisors 2020 Q4 - filed Jan. 26, 2021
- Heartwood Wealth Advisors 2020 Q3 - filed Oct. 28, 2020
- Heartwood Wealth Advisors 2020 Q2 - filed Aug. 5, 2020
- Heartwood Wealth Advisors 2020 Q1 - filed May 4, 2020
- Heartwood Wealth Advisors 2019 Q4 - filed Jan. 31, 2020