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Heartwood Wealth Advisors LLC → HODL
Heartwood Wealth Advisors LLC HODL Position History
VanEck Bitcoin ETF • Financial Services
Quarters held
10
Latest value
$35M
Q3 2026
Peak value
$59.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $394K |
| Q3 2025 | $52M |
| Q4 2025 | $442K |
| Q4 2025 | $59.4M |
| Q1 2026 | $385K |
| Q1 2026 | $35.8M |
| Q2 2026 | $295K |
| Q2 2026 | $30.4M |
| Q3 2026 | $343K |
| Q3 2026 | $35M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35M | 306.9K | — | — |
| Q3 2026 | $343K | 3.9K | — | — |
| Q2 2026 | $30.4M | 309.3K | — | — |
| Q2 2026 | $295K | 3.9K | — | — |
| Q1 2026 | $35.8M | 298.2K | — | — |
| Q1 2026 | $385K | 4.2K | — | — |
| Q4 2025 | $59.4M | 522.0K | — | — |
| Q4 2025 | $442K | 5.2K | — | — |
| Q3 2025 | $52M | 525.0K | — | — |
| Q3 2025 | $394K | 5.2K | — | — |