Heartwood Wealth Advisors LLC
Position in SPSK — Sp Funds Dow Jones Global Sukuk ETF
CIK 1794935
RICHMOND, VA
All Filings in SPSK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPSK | $347,277 | 19,401 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 SPSK | $304,748 | 16,694 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 SPSK | $300,152 | 16,242 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 SPSK | $279,476 | 15,339 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 SPSK | $268,119 | 14,879 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 SPSK | $216,420 | 12,138 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 SPSK | $223,533 | 12,138 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 SPSK | $214,721 | 12,138 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 SPSK | $215,813 | 12,138 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 SPSK | $197,734 | 11,022 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 SPSK | $191,672 | 11,022 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 SPSK | $195,309 | 11,022 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 SPSK | $197,293 | 11,022 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||