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Heck Capital Advisors, LLC: IWO position timeline

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

Heck Capital Advisors, LLC held 2,542 IWO 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 2,542 shares
    Change vs previous 13F -2,993 shares

    0.05% of the 13F portfolio, value $907,149.

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

  2. period ended2026-06-30
    13F 5,535 shares
    Change vs previous 13F -15,135 shares

    0.13% of the 13F portfolio, value $2,180,449.

    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 20,670 shares
    Change vs previous 13F +15,573 shares

    0.48% of the 13F portfolio, value $6,486,488.

    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 5,097 shares
    Change vs previous 13F +2,781 shares

    0.12% of the 13F portfolio, value $1,646,408.

    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 2,316 shares
    Change vs previous 13F +231 shares

    0.06% of the 13F portfolio, value $741,184.

    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 2,085 shares
    Change vs previous 13F -7,682 shares

    0.05% of the 13F portfolio, value $595,984.

    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 9,767 shares
    Change vs previous 13F +241 shares

    0.28% of the 13F portfolio, value $2,495,722.

    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 9,526 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,741,669.

    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).