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Disclosery

Heck Capital Advisors, LLC: MTBA position timeline

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

Heck Capital Advisors, LLC held 0 MTBA 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 0 shares
    Change vs previous 13F -61,389 shares

    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).

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

  2. period ended2026-03-31
    13F 61,389 shares
    Change vs previous 13F -87,307 shares

    0.23% of the 13F portfolio, value $3,036,321.

    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 148,696 shares
    Change vs previous 13F -84,946 shares

    0.56% of the 13F portfolio, value $7,495,770.

    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 233,642 shares
    Change vs previous 13F +3,262 shares

    0.91% of the 13F portfolio, value $11,763,897.

    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 230,380 shares
    Change vs previous 13F +6,620 shares

    0.99% of the 13F portfolio, value $11,539,749.

    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 223,760 shares
    Change vs previous 13F +12,091 shares

    1.26% of the 13F portfolio, value $11,219,337.

    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 211,669 shares
    Change vs previous 13F +25,072 shares

    1.21% of the 13F portfolio, value $10,517,849.

    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 186,597 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $9,605,988.

    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).