Position in TEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$206,045
-$7,573 QoQ
Shares Held
1,022
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#969
of 1,268 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $206,045 across 1 Electronic Components name. TEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
This page
|
1,022 | $206,045 |
All Filings in TEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,045 | 1,022 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $213,618 | 1,022 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $232,515 | 1,022 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $227,652 | 1,037 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||