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Heck Capital Advisors, LLC: IVV position timeline

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

Heck Capital Advisors, LLC held 362,101 IVV 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 362,101 shares
    Change vs previous 13F +64,826 shares

    16.2% of the 13F portfolio, value $271,173,590.

    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 297,275 shares
    Change vs previous 13F -3,865 shares

    14.4% of the 13F portfolio, value $194,183,233.

    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 301,140 shares
    Change vs previous 13F +17,659 shares

    15.37% of the 13F portfolio, value $206,263,104.

    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 283,481 shares
    Change vs previous 13F +13,012 shares

    14.67% of the 13F portfolio, value $189,733,646.

    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 270,469 shares
    Change vs previous 13F +75,836 shares

    14.44% of the 13F portfolio, value $167,934,192.

    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 194,633 shares
    Change vs previous 13F +3,585 shares

    12.3% of the 13F portfolio, value $109,364,479.

    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 191,048 shares
    Change vs previous 13F +5,930 shares

    12.9% of the 13F portfolio, value $112,466,038.

    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 185,118 shares
    Change vs previous 13F not available

    12.31% of the 13F portfolio, value $106,779,946.

    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).