Position in XYL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$295,170
-$27,121 QoQ
Shares Held
2,497
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#753
of 1,089 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $1,875,810 across 4 Specialty Industrial Machinery names. XYL ranks #4 (15.7% of the industry book) .
All Filings in XYL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,170 | 2,497 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $322,291 | 2,697 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $367,277 | 2,697 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $397,807 | 2,697 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $348,883 | 2,697 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $416,079 | 3,483 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $404,097 | 3,483 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $470,309 | 3,483 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $472,399 | 3,483 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $450,142 | 3,483 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $398,315 | 3,483 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $317,057 | 3,483 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $392,255 | 3,483 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||