Skip to content
Disclosery

Heck Capital Advisors, LLC: IVLU position timeline

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

Heck Capital Advisors, LLC held 309,474 IVLU 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 309,474 shares
    Change vs previous 13F -58,857 shares

    0.77% of the 13F portfolio, value $12,942,193.

    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 368,331 shares
    Change vs previous 13F -43,833 shares

    1.08% of the 13F portfolio, value $14,615,364.

    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 412,164 shares
    Change vs previous 13F +147,330 shares

    1.17% of the 13F portfolio, value $15,682,831.

    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 264,834 shares
    Change vs previous 13F -88,061 shares

    0.73% of the 13F portfolio, value $9,396,304.

    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 352,895 shares
    Change vs previous 13F +341,369 shares

    1% of the 13F portfolio, value $11,606,711.

    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 11,526 shares
    Change vs previous 13F -26,805 shares

    0.04% of the 13F portfolio, value $349,350.

    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 38,331 shares
    Change vs previous 13F -98,273 shares

    0.12% of the 13F portfolio, value $1,039,151.

    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 136,604 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,033,921.

    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).