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Disclosery

Heck Capital Advisors, LLC: SCHD position timeline

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

Heck Capital Advisors, LLC held 10,695 SCHD 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 10,695 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $339,139.

    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 11,195 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $343,463.

    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 11,195 shares
    Change vs previous 13F +11,195 shares

    0.02% of the 13F portfolio, value $307,079.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -98,088 shares

    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).

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

  5. period ended2025-03-31
    13F 98,088 shares
    Change vs previous 13F +21,910 shares

    0.31% of the 13F portfolio, value $2,742,540.

    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).

  6. period ended2024-12-31
    13F/A 76,178 shares
    Change vs previous 13F +50,822 shares

    0.24% of the 13F portfolio, value $2,081,183.

    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).

  7. period ended2024-09-30
    13F 25,356 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,143,343.

    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).