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Heck Capital Advisors, LLC: IWY position timeline

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

Heck Capital Advisors, LLC held 1,285 IWY 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 1,285 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $378,960.

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

  2. period ended2026-06-30
    13F 1,285 shares
    Change vs previous 13F -5,535 shares

    0.02% of the 13F portfolio, value $373,447.

    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 6,820 shares
    Change vs previous 13F -676 shares

    0.13% of the 13F portfolio, value $1,697,089.

    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 7,496 shares
    Change vs previous 13F -785 shares

    0.15% of the 13F portfolio, value $2,075,943.

    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 8,281 shares
    Change vs previous 13F +1,283 shares

    0.18% of the 13F portfolio, value $2,266,096.

    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 6,998 shares
    Change vs previous 13F +4,157 shares

    0.15% of the 13F portfolio, value $1,725,077.

    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 2,841 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $599,281.

    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).