Heartwood Wealth Management Ltd

13F Filings History

Latest 13F report
Q3 2016 - Oct 24, 2016
Value $
$58.9M
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 $58.9M as of Q3 2016. Top holdings included MGV, VOO, IGV, VV, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2016 16 $58.9M +$205K -$11.3M -$11.1M MGV, VOO, IGV, VV, IVV 13F-HR 10/24/2016, 10:30 AM
Q2 2016 16 $68M +$2.83M -$9.15M -$6.33M MGV, VOO, VV, IGV, JPM 13F-HR 7/15/2016, 09:40 AM
Q1 2016 15 $72.2M $0 -$21.6M -$21.6M MGV, VV, VOO, IGV, IVV 13F-HR 5/3/2016, 10:01 AM
Q4 2015 15 $94.3M $0 $0 IGV, MGV, VV, VOO, IVV 13F-HR 2/8/2016, 10:32 AM