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Disclosery

Heck Capital Advisors, LLC: SGOV position timeline

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

Heck Capital Advisors, LLC held 35,913 SGOV 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 35,913 shares
    Change vs previous 13F +84 shares

    0.2% of the 13F portfolio, value $3,615,676.

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

  2. period ended2026-06-30
    13F 35,829 shares
    Change vs previous 13F -5,772 shares

    0.22% of the 13F portfolio, value $3,606,950.

    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 41,601 shares
    Change vs previous 13F -15,816 shares

    0.31% of the 13F portfolio, value $4,187,554.

    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 57,417 shares
    Change vs previous 13F -24,889 shares

    0.43% of the 13F portfolio, value $5,763,537.

    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 82,306 shares
    Change vs previous 13F -32,209 shares

    0.64% of the 13F portfolio, value $8,288,180.

    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 114,515 shares
    Change vs previous 13F +22,085 shares

    0.99% of the 13F portfolio, value $11,530,526.

    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 92,430 shares
    Change vs previous 13F -8,703 shares

    1.05% of the 13F portfolio, value $9,304,911.

    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 101,133 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $10,145,705.

    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).