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Disclosery

Heck Capital Advisors, LLC: JEPI position timeline

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

Heck Capital Advisors, LLC held 8,082 JEPI 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 8,082 shares
    Change vs previous 13F +8,082 shares

    0.02% of the 13F portfolio, value $454,371.

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,648 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 3,648 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $207,402.

    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).

  4. period ended2025-03-31
    13F 3,632 shares
    Change vs previous 13F +515 shares

    0.02% of the 13F portfolio, value $207,537.

    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).

  5. period ended2024-12-31
    13F/A 3,117 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $179,318.

    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).