Rdiv etf shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Rdiv etf
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Quarterly reported holdings in Rdiv etf by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 724k | 52.12 |
| 2025-06-30 | $34M | 711k | 47.85 |
| 2025-03-31 | $34M | 703k | 48.82 |
| 2024-12-31 | $34M | 709k | 48.25 |
| 2024-09-30 | $35M | 704k | 49.94 |
| 2024-06-30 | $31M | 694k | 44.80 |
| 2024-03-31 | $32M | 687k | 45.83 |
| 2023-12-31 | $29M | 669k | 43.70 |
| 2023-09-30 | $3.7M | 99k | 37.20 |
| 2023-06-30 | $3.6M | 91k | 39.14 |
| 2023-03-31 | $3.5M | 86k | 41.14 |
| 2022-12-31 | $3.3M | 77k | 43.57 |
| 2022-09-30 | $3.0M | 80k | 37.70 |
| 2022-06-30 | $3.3M | 80k | 41.30 |
| 2022-03-31 | $2.8M | 63k | 43.84 |
| 2021-12-31 | $2.4M | 57k | 42.13 |
| 2021-09-30 | $23M | 583k | 38.95 |
| 2021-06-30 | $24M | 576k | 41.23 |
| 2021-03-31 | $938k | 24k | 39.79 |
| 2020-12-31 | $296k | 8.8k | 33.80 |