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Disclosery

Heck Capital Advisors, LLC: CLOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heck Capital Advisors, LLC on CLOA, newest first. How the timeline and the estimate are built.

Heck Capital Advisors, LLC held 0 CLOA shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -35,367 shares

    13F-HR 0002085853-26-000390 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 35,367 shares
    Change vs previous 13F +136 shares

    0.14% of the 13F portfolio, value $1,830,056.

    13F-HR 0002085853-26-000049 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 35,231 shares
    Change vs previous 13F +1,320 shares

    0.14% of the 13F portfolio, value $1,830,765.

    13F-HR 0002085853-25-000150 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 33,911 shares
    Change vs previous 13F +743 shares

    0.15% of the 13F portfolio, value $1,760,655.

    13F-HR 0001667731-25-000926 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 33,168 shares
    Change vs previous 13F -46 shares

    0.19% of the 13F portfolio, value $1,717,437.

    13F-HR 0001140361-25-018424 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F/A 33,214 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,719,508.

    13F-HR/A 0001140361-25-018641 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).