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Heck Capital Advisors, LLC: DIA position timeline

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

Heck Capital Advisors, LLC held 109,655 DIA 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 109,655 shares
    Change vs previous 13F +4,388 shares

    3.43% of the 13F portfolio, value $57,360,595.

    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 105,267 shares
    Change vs previous 13F -2,113 shares

    3.62% of the 13F portfolio, value $48,813,186.

    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 107,380 shares
    Change vs previous 13F +23,330 shares

    3.85% of the 13F portfolio, value $51,659,435.

    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 84,050 shares
    Change vs previous 13F +3,222 shares

    3.02% of the 13F portfolio, value $39,027,135.

    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 80,828 shares
    Change vs previous 13F +23,058 shares

    3.07% of the 13F portfolio, value $35,658,258.

    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).

  6. period ended2025-03-31
    13F 57,770 shares
    Change vs previous 13F +1,392 shares

    2.73% of the 13F portfolio, value $24,256,383.

    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).

  7. period ended2024-12-31
    13F/A 56,378 shares
    Change vs previous 13F +2,277 shares

    2.75% of the 13F portfolio, value $23,988,668.

    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).

  8. period ended2024-09-30
    13F 54,101 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $22,891,256.

    13F-HR 0001140361-25-019783 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).