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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001794935-23-000005
Filing Date
2023-07-19
Accepted
2023-07-19 14:14:36
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-07-19

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1938
2 ASSETS.html INFORMATION TABLE  
2 ASSETS.xml INFORMATION TABLE 70762
  Complete submission text file 0001794935-23-000005.txt   73868
Mailing Address 9020 STONY POINT PKWY STE 225 RICHMOND VA 23235
Business Address 9020 STONY POINT PKWY STE 225 RICHMOND VA 23235 8042698711
Heartwood Wealth Advisors LLC (Filer) CIK: 0001794935 (see all company filings)

IRS No.: 461418604 | State of Incorp.: VA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19722 | Film No.: 231096355