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Heck Capital Advisors, LLC: DFUS position timeline

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

Heck Capital Advisors, LLC held 77,208 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,208 shares
    Change vs previous 13F +43,822 shares

    0.38% of the 13F portfolio, value $6,326,424.

    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).

  2. period ended2026-03-31
    13F 33,386 shares
    Change vs previous 13F +13,487 shares

    0.18% of the 13F portfolio, value $2,367,402.

    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).

  3. period ended2025-12-31
    13F 19,899 shares
    Change vs previous 13F +13,130 shares

    0.11% of the 13F portfolio, value $1,475,909.

    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).

  4. period ended2025-09-30
    13F 6,769 shares
    Change vs previous 13F -218 shares

    0.04% of the 13F portfolio, value $490,347.

    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).

  5. period ended2025-06-30
    13F 6,987 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $468,269.

    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).