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Disclosery

Heck Capital Advisors, LLC: IWP position timeline

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

Heck Capital Advisors, LLC held 91,861 IWP 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 91,861 shares
    Change vs previous 13F +1,207 shares

    0.69% of the 13F portfolio, value $12,647,417.

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

  2. period ended2026-06-30
    13F 90,654 shares
    Change vs previous 13F -1,790 shares

    0.79% of the 13F portfolio, value $13,272,690.

    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 92,444 shares
    Change vs previous 13F +9,007 shares

    0.88% of the 13F portfolio, value $11,843,946.

    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 83,437 shares
    Change vs previous 13F +3,154 shares

    0.85% of the 13F portfolio, value $11,425,876.

    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 80,283 shares
    Change vs previous 13F -2,316 shares

    0.88% of the 13F portfolio, value $11,433,172.

    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 82,599 shares
    Change vs previous 13F -49,242 shares

    0.99% of the 13F portfolio, value $11,454,879.

    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 131,841 shares
    Change vs previous 13F +877 shares

    1.74% of the 13F portfolio, value $15,490,035.

    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 130,964 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $16,599,682.

    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).