Skip to content
Disclosery

Heck Capital Advisors, LLC: XJR position timeline

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

Heck Capital Advisors, LLC held 6,444 XJR 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 6,444 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $311,089.

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

  2. period ended2026-06-30
    13F 6,462 shares
    Change vs previous 13F -162 shares

    0.02% of the 13F portfolio, value $340,845.

    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 6,624 shares
    Change vs previous 13F -183 shares

    0.02% of the 13F portfolio, value $288,393.

    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 6,807 shares
    Change vs previous 13F +336 shares

    0.02% of the 13F portfolio, value $289,843.

    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 6,471 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $275,406.

    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 6,488 shares
    Change vs previous 13F +214 shares

    0.02% of the 13F portfolio, value $256,601.

    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 6,274 shares
    Change vs previous 13F -484 shares

    0.03% of the 13F portfolio, value $236,052.

    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 6,758 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $277,987.

    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).