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Disclosery

Heck Capital Advisors, LLC: IVE position timeline

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

Heck Capital Advisors, LLC held 12,779 IVE 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 12,779 shares
    Change vs previous 13F -900 shares

    0.17% of the 13F portfolio, value $2,901,674.

    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 13,679 shares
    Change vs previous 13F -19,529 shares

    0.21% of the 13F portfolio, value $2,888,390.

    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 33,208 shares
    Change vs previous 13F +1,153 shares

    0.52% of the 13F portfolio, value $7,042,490.

    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 32,055 shares
    Change vs previous 13F -251 shares

    0.51% of the 13F portfolio, value $6,619,746.

    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 32,306 shares
    Change vs previous 13F +1,026 shares

    0.54% of the 13F portfolio, value $6,313,288.

    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 31,280 shares
    Change vs previous 13F +5,720 shares

    0.67% of the 13F portfolio, value $5,961,344.

    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 25,560 shares
    Change vs previous 13F -2,974 shares

    0.56% of the 13F portfolio, value $4,878,959.

    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 28,534 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,626,047.

    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).