Skip to content
Disclosery

Heck Capital Advisors, LLC: IWR position timeline

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

Heck Capital Advisors, LLC held 127,185 IWR 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 127,185 shares
    Change vs previous 13F +1,955 shares

    0.84% of the 13F portfolio, value $14,031,044.

    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 125,230 shares
    Change vs previous 13F -35,309 shares

    0.9% of the 13F portfolio, value $12,176,124.

    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 160,539 shares
    Change vs previous 13F +45,939 shares

    1.15% of the 13F portfolio, value $15,455,065.

    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 114,600 shares
    Change vs previous 13F +82 shares

    0.86% of the 13F portfolio, value $11,064,667.

    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 114,518 shares
    Change vs previous 13F +42,485 shares

    0.91% of the 13F portfolio, value $10,532,215.

    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 72,033 shares
    Change vs previous 13F +472 shares

    0.69% of the 13F portfolio, value $6,127,817.

    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 71,561 shares
    Change vs previous 13F +53,934 shares

    0.73% of the 13F portfolio, value $6,326,032.

    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 17,627 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,553,652.

    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).