Skip to content
Disclosery

Heck Capital Advisors, LLC: IWF position timeline

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

Heck Capital Advisors, LLC held 88,487 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,487 shares
    Change vs previous 13F +6,216 shares

    0.61% of the 13F portfolio, value $11,083,839.

    13F-HR 0002085853-26-001187 filed by Heck Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,271 shares
    Change vs previous 13F +67,388 shares

    0.61% of the 13F portfolio, value $10,215,599.

    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).

  3. period ended2026-03-31
    13F 14,883 shares
    Change vs previous 13F -878 shares

    0.47% of the 13F portfolio, value $6,346,244.

    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).

  4. period ended2025-12-31
    13F 15,761 shares
    Change vs previous 13F +2,942 shares

    0.56% of the 13F portfolio, value $7,459,715.

    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).

  5. period ended2025-09-30
    13F 12,819 shares
    Change vs previous 13F +50 shares

    0.46% of the 13F portfolio, value $6,004,454.

    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).

  6. period ended2025-06-30
    13F 12,769 shares
    Change vs previous 13F -2,656 shares

    0.47% of the 13F portfolio, value $5,421,279.

    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).

  7. period ended2025-03-31
    13F 15,425 shares
    Change vs previous 13F -5,891 shares

    0.63% of the 13F portfolio, value $5,569,728.

    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).

  8. period ended2024-12-31
    13F/A 21,316 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $8,559,985.

    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).