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Disclosery

Heck Capital Advisors, LLC: ITOT position timeline

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

Heck Capital Advisors, LLC held 132,191 ITOT 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 132,191 shares
    Change vs previous 13F -5,022 shares

    1.21% of the 13F portfolio, value $21,980,664.

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

  2. period ended2026-06-30
    13F 137,213 shares
    Change vs previous 13F -3,830 shares

    1.35% of the 13F portfolio, value $22,539,996.

    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 141,043 shares
    Change vs previous 13F -63,736 shares

    1.49% of the 13F portfolio, value $20,088,785.

    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 204,779 shares
    Change vs previous 13F +27,645 shares

    2.27% of the 13F portfolio, value $30,448,535.

    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 177,134 shares
    Change vs previous 13F -3,234 shares

    2% of the 13F portfolio, value $25,799,588.

    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 180,368 shares
    Change vs previous 13F +7,047 shares

    2.09% of the 13F portfolio, value $24,356,863.

    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 173,321 shares
    Change vs previous 13F -1,780 shares

    2.38% of the 13F portfolio, value $21,146,952.

    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 175,101 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $22,521,544.

    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).