Heck Capital Advisors, LLC ONEQ — FIDELITY COMWLTH TR

Ownership history in Heck Capital Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Heck Capital Advisors, LLC reported FIDELITY COMWLTH TR (ONEQ) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.25% in 2025 Q3. The latest visible filing shows ONEQ at 3.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ONEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heck Capital Advisors, LLC's position in FIDELITY COMWLTH TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ONEQ was reported at 3.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.25% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ONEQ stock page Heck Capital Advisors, LLC fund profile Heck Capital Advisors, LLC full holdings
How Heck Capital Advisors, LLC held ONEQ — position size vs. price
% of Fund (quarterly)    ONEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 586,662 -6,913 -1.2% 3.69% $49.8M 2026-04-16 $94.82
2025 Q4 REDUCED — — — 593,575 -22,542 -3.7% 4.04% $54.3M 2026-01-16 $92.34
2025 Q3 ADDED — — — 616,117 +7,415 +1.2% 4.25% $54.9M 2025-10-24 $91.00
2025 Q2 ADDED — — — 608,702 +368,660 +153.6% 4.19% $48.8M 2025-07-23 $82.28
2024 Q4 INITIATED — — — 240,042 — — 1.24% $18.3M 2025-01-23 $78.42

🏢 Other funds also holding ONEQ

As of 2026 Q1 — sorted by position size

David Kennon Inc 3Y 7.15% Lebenthal Global Advisors, LLC 3Y 6.72% Prasad Wealth Partners, LLC 5.87% Coastline Complete Wealth LLC 5.33% LJI Wealth Management, LLC 5.2% Keenan, LLC 3.83% TCP Asset Management, LLC 3Y 3.3% jvl associates llc 3Y 3.16% Roxbury Financial LLC 3.07% Variant Private Wealth, LLC 2.91%

FAQ About Heck Capital Advisors, LLC and ONEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heck Capital Advisors, LLC reported owning ONEQ?

Heck Capital Advisors, LLC reported ONEQ across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ONEQ position in Heck Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for ONEQ was 4.25% in 2025 Q3.

What is the latest reported ONEQ position on this page?

The most recent filing on this page is 2026 Q1, when Heck Capital Advisors, LLC reported 586,662 shares, equal to 3.69% of portfolio, with an estimated market value of $49.8M.

What does the chart on this ONEQ ownership page compare?

The chart compares Heck Capital Advisors, LLC's quarterly ONEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heck Capital Advisors, LLC time their ONEQ position?

Based on 13F filing dates vs. subsequent ONEQ price moves, Heck Capital Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ONEQ relative to SPY over the holding period was +2.9%.

← Back to Heck Capital Advisors, LLC Holdings