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Heck Capital Advisors, LLC: COST position timeline

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

Heck Capital Advisors, LLC held 3,438 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,438 shares
    Change vs previous 13F +3,094 shares

    0.17% of the 13F portfolio, value $3,129,749.

    13F-HR 0002085853-26-001187 filed by Heck Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 344 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $321,802.

    13F-HR 0002085853-26-000687 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 ended2026-03-31
    13F 344 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $342,772.

    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).

  4. period ended2025-12-31
    13F 346 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $298,370.

    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).

  5. period ended2025-09-30
    13F 347 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $321,194.

    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).

  6. period ended2025-06-30
    13F 326 shares
    Change vs previous 13F +293 shares

    0.03% of the 13F portfolio, value $322,721.

    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).

  7. period ended2025-03-31
    13F 33 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $31,211.

    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).

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

    <0.01% of the 13F portfolio, value $30,237.

    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).