• 13F History

Heck Capital Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$1.47B
Signature - Title
Donna Blamberg - Chief Compliance Officer, Senior Director
Location
Rhinelander, WI
Summary
This page shows a list of all the recent 13F filings made by Heck Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heck Capital Advisors, LLC reported 772 stock holdings with total value $1.47B as of Q4 2024. Top holdings included IVV, VTI, RSP, QUAL, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 31 $200M $0 $0 GOVT, LMBS, JAAA, MTBA, USFR New Holdings 2/25/2025, 01:43 PM
Q4 2024 772 $1.47B $0 $0 IVV, VTI, RSP, QUAL, IJR 13F-HR 1/23/2025, 05:13 PM