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Disclosery

Heck Capital Advisors, LLC: IUSB position timeline

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

Heck Capital Advisors, LLC held 105,140 IUSB 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 105,140 shares
    Change vs previous 13F -96,751 shares

    0.29% of the 13F portfolio, value $4,852,196.

    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 201,891 shares
    Change vs previous 13F +1,159 shares

    0.69% of the 13F portfolio, value $9,325,338.

    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 200,732 shares
    Change vs previous 13F +21,452 shares

    0.7% of the 13F portfolio, value $9,342,069.

    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 179,280 shares
    Change vs previous 13F +123,370 shares

    0.65% of the 13F portfolio, value $8,374,159.

    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 55,910 shares
    Change vs previous 13F -642 shares

    0.22% of the 13F portfolio, value $2,584,709.

    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 56,552 shares
    Change vs previous 13F +13,400 shares

    0.29% of the 13F portfolio, value $2,605,918.

    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 43,152 shares
    Change vs previous 13F +18,307 shares

    0.22% of the 13F portfolio, value $1,950,473.

    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 24,845 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,170,708.

    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).