EDGAR Filing Agent Form List
CIK: 0001794935
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| N-PX | Heartwood Wealth Advisors Llc | Annual Report of Proxy Voting Record of Registered Man... | 08/04/2025 | ||
| 13F-HR | Heartwood Wealth Advisors Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 07/08/2025 | ||
| 13F-HR | Heartwood Wealth Advisors Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/21/2025 | ||
| 13F-HR | Heartwood Wealth Advisors Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 01/10/2025 |
