Heartwood Wealth Management Ltd current holdings: USA Stocks
Heartwood Wealth Management Ltd reported $0.00 billion in share positions in stocks (listed in the US), 6 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are MDLZ, KHC, XOMXXXX.
- MDLZ: Country of operation United States; Class CL A; Shares 16,200; Value $711,000.
- KHC: Country of operation United States; Class COM; Shares 5,400; Value $483,000.
- XOMXXXX: Country of operation —; Class COM; Shares 606; Value $53,000.
- VZ: Country of operation United States; Class COM; Shares 505; Value $26,000.
Form 13F-HR as filed (SEC CIK 1645754): quarter ended 2016-09-30, filed 2016-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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