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Disclosery

Heck Capital Advisors, LLC: IJR position timeline

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

Heck Capital Advisors, LLC held 131,449 IJR 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 131,449 shares
    Change vs previous 13F +4,110 shares

    0.98% of the 13F portfolio, value $17,882,301.

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

  2. period ended2026-06-30
    13F 127,339 shares
    Change vs previous 13F -1,800 shares

    1.13% of the 13F portfolio, value $18,885,650.

    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 129,139 shares
    Change vs previous 13F -1,888 shares

    1.19% of the 13F portfolio, value $16,053,225.

    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 131,027 shares
    Change vs previous 13F -484 shares

    1.17% of the 13F portfolio, value $15,746,824.

    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 131,511 shares
    Change vs previous 13F -5,537 shares

    1.21% of the 13F portfolio, value $15,627,430.

    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 137,048 shares
    Change vs previous 13F -71,271 shares

    1.29% of the 13F portfolio, value $14,978,001.

    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 208,319 shares
    Change vs previous 13F -36,670 shares

    2.45% of the 13F portfolio, value $21,783,917.

    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 244,989 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $28,227,635.

    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).