Heartwood Wealth Advisors LLC
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CIK: 0001794935

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Form	Description	Owner/Filer	Filing Agent	Date	Actions
13F-HR	Initial Quarterly Form 13F Holdings Repo...			07/17/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...			04/07/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...			01/12/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...			10/06/2025	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		Heartwood Wealth Advisors LLC /fa	08/04/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Heartwood Wealth Advisors LLC /fa	07/08/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Heartwood Wealth Advisors LLC /fa	04/21/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Heartwood Wealth Advisors LLC /fa	01/10/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		Heartwood Wealth Advisors LLC /fa	10/07/2024	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...			07/30/2024	View ... Create Alert Filing info Download PDF Copy Link
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