Heartwood Wealth Advisors LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1794935
RICHMOND, VA
Position in FNF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$226,462
+$3,746 QoQ
Shares Held
4,802
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#494
of 707 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $226,462 across 1 Insurance - Specialty name. FNF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
This page
|
4,802 | $226,462 |
All Filings in FNF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,462 | 4,802 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $222,716 | 4,802 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $262,141 | 4,802 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $290,472 | 4,802 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $269,200 | 4,802 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $312,514 | 4,802 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $269,584 | 4,802 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $298,012 | 4,802 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $237,314 | 4,802 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $254,986 | 4,802 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $244,997 | 4,802 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||