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Bunge shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Bunge (BG) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Bunge

Tip: Access up to 7 years of quarterly data

All positions including Bunge held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bunge by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $138k 1.7k 81.25
2024-06-30 $202k 1.9k 106.77

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Bunge

Glencore
Canada Pension Plan Investment Board
Vanguard Group
Capital World Investors
BlackRock
State Street Corporation
FMR
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Fil
Morgan Stanley
LSV Asset Management
Charles Schwab Investment Management

View all funds holding Bunge