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Disclosery

Heck Capital Advisors, LLC: QUAL position timeline

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

Heck Capital Advisors, LLC held 139,917 QUAL 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 139,917 shares
    Change vs previous 13F +1,488 shares

    1.71% of the 13F portfolio, value $31,095,106.

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

  2. period ended2026-06-30
    13F 138,429 shares
    Change vs previous 13F -8,684 shares

    1.81% of the 13F portfolio, value $30,375,411.

    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 147,113 shares
    Change vs previous 13F -6,170 shares

    2.09% of the 13F portfolio, value $28,217,828.

    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 153,283 shares
    Change vs previous 13F -2,832 shares

    2.27% of the 13F portfolio, value $30,445,082.

    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 156,115 shares
    Change vs previous 13F -11,218 shares

    2.35% of the 13F portfolio, value $30,364,280.

    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 167,333 shares
    Change vs previous 13F -59,484 shares

    2.63% of the 13F portfolio, value $30,591,779.

    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 226,817 shares
    Change vs previous 13F -2,390 shares

    4.36% of the 13F portfolio, value $38,760,718.

    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).

  8. period ended2024-12-31
    13F/A 229,207 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $40,817,168.

    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).