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Heartwood Wealth Advisors LLC → BLK
Heartwood Wealth Advisors LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
17
Latest value
$939K
Q3 2026
Peak value
$20M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.4M |
| Q3 2025 | $8.8M |
| Q3 2025 | $685K |
| Q3 2025 | $6K |
| Q3 2025 | $29K |
| Q3 2025 | $10K |
| Q4 2025 | $17.5M |
| Q4 2025 | $8.9M |
| Q4 2025 | $801K |
| Q1 2026 | $19.9M |
| Q1 2026 | $9.8M |
| Q1 2026 | $865K |
| Q2 2026 | $20M |
| Q2 2026 | $10M |
| Q2 2026 | $907K |
| Q3 2026 | $19.5M |
| Q3 2026 | $939K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $939K | 27.2K | — | — |
| Q3 2026 | $19.5M | 187.3K | — | — |
| Q2 2026 | $907K | 26.9K | — | — |
| Q2 2026 | $10M | 91.5K | — | — |
| Q2 2026 | $20M | 183.2K | — | — |
| Q1 2026 | $865K | 24.3K | — | — |
| Q1 2026 | $9.8M | 89.8K | — | — |
| Q1 2026 | $19.9M | 180.0K | — | — |
| Q4 2025 | $801K | 26.3K | — | — |
| Q4 2025 | $8.9M | 80.6K | — | — |
| Q4 2025 | $17.5M | 159.3K | — | — |
| Q3 2025 | $10K | 76 | — | — |
| Q3 2025 | $29K | 437 | — | — |
| Q3 2025 | $6K | 67 | — | — |
| Q3 2025 | $685K | 23.7K | — | — |
| Q3 2025 | $8.8M | 78.7K | — | — |
| Q3 2025 | $17.4M | 156.1K | — | — |