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Heck Capital Advisors, LLC: SHV position timeline

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

Heck Capital Advisors, LLC held 38,051 SHV 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 38,051 shares
    Change vs previous 13F -3,139 shares

    0.25% of the 13F portfolio, value $4,198,903.

    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 41,190 shares
    Change vs previous 13F -17,446 shares

    0.34% of the 13F portfolio, value $4,546,922.

    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 58,636 shares
    Change vs previous 13F -23,749 shares

    0.48% of the 13F portfolio, value $6,458,764.

    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 82,385 shares
    Change vs previous 13F -28,340 shares

    0.7% of the 13F portfolio, value $9,102,690.

    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 110,725 shares
    Change vs previous 13F +821 shares

    1.05% of the 13F portfolio, value $12,226,239.

    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 109,904 shares
    Change vs previous 13F +42,261 shares

    1.37% of the 13F portfolio, value $12,140,045.

    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 67,643 shares
    Change vs previous 13F -4,007 shares

    0.85% of the 13F portfolio, value $7,448,159.

    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 71,650 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $7,926,637.

    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).