13F Filings History of Heartwood Wealth Management Ltd

Latest 13F report
Q3 2016 - 24 Oct 2016
Value $
$58,938,000
Signature - Title
Iain Wallace - Head of Compliance
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by Heartwood Wealth Management Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heartwood Wealth Management Ltd reported 16 stock holdings with total value $58,938,000 as of Q3 2016. Top holdings included MGV, VOO, IGV, VV, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2016 16 $58,938,000 +$204,925 -$11,347,210 -$11,142,285 MGV, VOO, IGV, VV, IVV 13F-HR 24 Oct 2016, 10:30
Q2 2016 16 $67,960,000 +$2,828,404 -$9,154,882 -$6,326,478 MGV, VOO, VV, IGV, JPM 13F-HR 15 Jul 2016, 09:40
Q1 2016 15 $72,181,000 $0 -$21,640,047 -$21,640,047 MGV, VV, VOO, IGV, IVV 13F-HR 03 May 2016, 10:01
Q4 2015 15 $94,267,000 $0 $0 $0 IGV, MGV, VV, VOO, IVV 13F-HR 08 Feb 2016, 10:32