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Disclosery

Heck Capital Advisors, LLC: FDIS position timeline

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

Heck Capital Advisors, LLC held 11,932 FDIS 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 11,932 shares
    Change vs previous 13F +4,137 shares

    0.07% of the 13F portfolio, value $1,227,041.

    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 7,795 shares
    Change vs previous 13F -540 shares

    0.05% of the 13F portfolio, value $726,965.

    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 8,335 shares
    Change vs previous 13F -154 shares

    0.06% of the 13F portfolio, value $851,476.

    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 8,489 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $873,311.

    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 8,516 shares
    Change vs previous 13F -10,512 shares

    0.07% of the 13F portfolio, value $801,121.

    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 19,028 shares
    Change vs previous 13F +194 shares

    0.18% of the 13F portfolio, value $1,608,048.

    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 18,834 shares
    Change vs previous 13F -75 shares

    0.21% of the 13F portfolio, value $1,835,574.

    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 18,909 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,672,273.

    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).