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Heck Capital Advisors, LLC: SHY position timeline

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

Heck Capital Advisors, LLC held 114,688 SHY 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 114,688 shares
    Change vs previous 13F +19,046 shares

    0.56% of the 13F portfolio, value $9,417,041.

    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 95,642 shares
    Change vs previous 13F -22,540 shares

    0.59% of the 13F portfolio, value $7,897,172.

    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 118,182 shares
    Change vs previous 13F -20,760 shares

    0.73% of the 13F portfolio, value $9,787,804.

    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 138,942 shares
    Change vs previous 13F +115,344 shares

    0.89% of the 13F portfolio, value $11,526,642.

    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 23,598 shares
    Change vs previous 13F +2,736 shares

    0.17% of the 13F portfolio, value $1,955,357.

    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 20,862 shares
    Change vs previous 13F +12,631 shares

    0.19% of the 13F portfolio, value $1,725,938.

    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 8,231 shares
    Change vs previous 13F -10,306 shares

    0.08% of the 13F portfolio, value $674,751.

    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 18,537 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,541,342.

    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).