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Disclosery

Heck Capital Advisors, LLC: IDLV position timeline

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

Heck Capital Advisors, LLC held 217,253 IDLV 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 217,253 shares
    Change vs previous 13F +4,736 shares

    0.41% of the 13F portfolio, value $7,425,695.

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

  2. period ended2026-06-30
    13F 212,517 shares
    Change vs previous 13F +2,663 shares

    0.44% of the 13F portfolio, value $7,330,441.

    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 209,854 shares
    Change vs previous 13F -2,978 shares

    0.54% of the 13F portfolio, value $7,230,260.

    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 212,832 shares
    Change vs previous 13F -1,926 shares

    0.54% of the 13F portfolio, value $7,214,994.

    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 214,758 shares
    Change vs previous 13F -4,840 shares

    0.56% of the 13F portfolio, value $7,194,383.

    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 219,598 shares
    Change vs previous 13F +4,000 shares

    0.63% of the 13F portfolio, value $7,274,185.

    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 215,598 shares
    Change vs previous 13F -3,195 shares

    0.74% of the 13F portfolio, value $6,537,916.

    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 218,793 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,087,921.

    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).