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Heck Capital Advisors, LLC: XTEN position timeline

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

Heck Capital Advisors, LLC held 239,985 XTEN 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 239,985 shares
    Change vs previous 13F +16,099 shares

    0.65% of the 13F portfolio, value $10,938,508.

    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 223,886 shares
    Change vs previous 13F +8,081 shares

    0.76% of the 13F portfolio, value $10,267,413.

    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 215,805 shares
    Change vs previous 13F +20,768 shares

    0.74% of the 13F portfolio, value $9,989,858.

    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 195,037 shares
    Change vs previous 13F +16,988 shares

    0.7% of the 13F portfolio, value $9,094,582.

    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 178,049 shares
    Change vs previous 13F +8,777 shares

    0.71% of the 13F portfolio, value $8,218,732.

    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 169,272 shares
    Change vs previous 13F +19,696 shares

    0.89% of the 13F portfolio, value $7,883,008.

    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 149,576 shares
    Change vs previous 13F -2,676 shares

    0.77% of the 13F portfolio, value $6,705,497.

    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 152,252 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,370,731.

    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).