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Heck Capital Advisors, LLC: IWD position timeline

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

Heck Capital Advisors, LLC held 25,627 IWD 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 25,627 shares
    Change vs previous 13F +1,385 shares

    0.37% of the 13F portfolio, value $6,212,786.

    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 24,242 shares
    Change vs previous 13F +2,043 shares

    0.38% of the 13F portfolio, value $5,179,768.

    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 22,199 shares
    Change vs previous 13F +1,563 shares

    0.35% of the 13F portfolio, value $4,669,364.

    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 20,636 shares
    Change vs previous 13F -5,321 shares

    0.32% of the 13F portfolio, value $4,201,319.

    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 25,957 shares
    Change vs previous 13F +13,412 shares

    0.43% of the 13F portfolio, value $5,041,700.

    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 12,545 shares
    Change vs previous 13F +4,514 shares

    0.27% of the 13F portfolio, value $2,360,467.

    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 8,031 shares
    Change vs previous 13F +6,700 shares

    0.17% of the 13F portfolio, value $1,486,779.

    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 1,331 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,624.

    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).