Skip to content
Disclosery

Heck Capital Advisors, LLC: IEF position timeline

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

Heck Capital Advisors, LLC held 64,857 IEF 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 64,857 shares
    Change vs previous 13F -74,132 shares

    0.37% of the 13F portfolio, value $6,133,530.

    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 138,989 shares
    Change vs previous 13F +22,767 shares

    0.98% of the 13F portfolio, value $13,265,131.

    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 116,222 shares
    Change vs previous 13F -30,317 shares

    0.83% of the 13F portfolio, value $11,175,911.

    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 146,539 shares
    Change vs previous 13F +16,845 shares

    1.09% of the 13F portfolio, value $14,135,193.

    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 129,694 shares
    Change vs previous 13F +3,543 shares

    1.07% of the 13F portfolio, value $12,420,784.

    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 126,151 shares
    Change vs previous 13F +23,422 shares

    1.35% of the 13F portfolio, value $12,031,059.

    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 102,729 shares
    Change vs previous 13F +26,611 shares

    1.09% of the 13F portfolio, value $9,497,335.

    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 76,118 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,468,740.

    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).