Heartwood Wealth Advisors LLC

Position in GD — General Dynamics Corp

CIK 1794935 RICHMOND, VA

Position in GD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$317,399

+$9,874 QoQ

Shares Held

896

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,568

of 2,204 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,620,500 across 5 Aerospace & Defense names. GD ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	3,113	$836,961
2	CW	Curtiss Wright Corp	850	$644,096
3	RTX	RTX Corp	2,944	$558,565
4	GD	General Dynamics Corp This page	896	$317,399
5	GE	General Electric Co	705	$263,479

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,399	896	0.0%	Shares	Sole	2026-07-17
2026-03-31	$307,525	896	0.0%	Shares	Sole	2026-04-07
2025-12-31	$301,647	896	0.0%	Shares	Sole	2026-01-12
2025-09-30	$305,536	896	0.0%	Shares	Sole	2025-10-06
2025-06-30	$261,327	896	0.0%	Shares	Sole	2025-07-08
2025-03-31	$244,231	896	-1.4%	Shares	Sole	2025-04-21
2024-12-31	$239,512	909	+1.5%	Shares	Sole	2025-01-10
2024-09-30	$270,771	896	0.0%	Shares	Sole	2024-10-07
2024-06-30	$259,965	896	0.0%	Shares	Sole	2024-07-09
2024-03-31	$253,111	896	0.0%	Shares	Sole	2024-04-02
2023-12-31	$232,664	896	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.