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Heck Capital Advisors, LLC: IDHQ position timeline

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

Heck Capital Advisors, LLC held 298,921 IDHQ 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 298,921 shares
    Change vs previous 13F +530 shares

    0.71% of the 13F portfolio, value $12,892,461.

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

  2. period ended2026-06-30
    13F 298,391 shares
    Change vs previous 13F -16,918 shares

    0.78% of the 13F portfolio, value $13,042,663.

    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 315,309 shares
    Change vs previous 13F -5,312 shares

    0.83% of the 13F portfolio, value $11,152,463.

    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 320,621 shares
    Change vs previous 13F -120 shares

    0.84% of the 13F portfolio, value $11,269,825.

    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 320,741 shares
    Change vs previous 13F -11,448 shares

    0.83% of the 13F portfolio, value $10,792,937.

    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 332,189 shares
    Change vs previous 13F +55,303 shares

    0.94% of the 13F portfolio, value $10,955,599.

    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 276,886 shares
    Change vs previous 13F -4,113 shares

    0.93% of the 13F portfolio, value $8,289,977.

    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 280,999 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $7,957,891.

    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).