MONECO ADVISORS, LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONECO ADVISORS, LLC on ADI, newest first. How the timeline and the estimate are built.
MONECO ADVISORS, LLC held 2,567 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,567 sharesChange vs previous 13F +184 shares
0.06% of the 13F portfolio, value $1,019,444.
13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,383 sharesChange vs previous 13F +126 shares
0.06% of the 13F portfolio, value $758,125.
13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,257 sharesChange vs previous 13F -6 shares
0.05% of the 13F portfolio, value $612,176.
13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,263 sharesChange vs previous 13F +417 shares
0.05% of the 13F portfolio, value $556,072.
13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,846 sharesChange vs previous 13F -56 shares
0.04% of the 13F portfolio, value $439,464.
13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,902 sharesChange vs previous 13F -218 shares
0.04% of the 13F portfolio, value $383,625.
13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,120 sharesChange vs previous 13F +301 shares
0.05% of the 13F portfolio, value $450,422.
13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,819 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $418,659.
13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).