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Heck Capital Advisors, LLC: LMBS position timeline

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

Heck Capital Advisors, LLC held 559,940 LMBS 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 559,940 shares
    Change vs previous 13F +31,562 shares

    1.66% of the 13F portfolio, value $27,873,824.

    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 528,378 shares
    Change vs previous 13F -2,809 shares

    1.95% of the 13F portfolio, value $26,318,489.

    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 531,187 shares
    Change vs previous 13F +41,144 shares

    1.98% of the 13F portfolio, value $26,554,030.

    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 490,043 shares
    Change vs previous 13F +36,956 shares

    1.89% of the 13F portfolio, value $24,399,248.

    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 453,087 shares
    Change vs previous 13F +17,517 shares

    1.92% of the 13F portfolio, value $22,319,075.

    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 435,570 shares
    Change vs previous 13F +28,990 shares

    2.41% of the 13F portfolio, value $21,412,610.

    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 406,580 shares
    Change vs previous 13F +10,824 shares

    2.27% of the 13F portfolio, value $19,788,262.

    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 395,756 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $19,554,287.

    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).