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MONECO ADVISORS, LLC: BSMQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONECO ADVISORS, LLC on BSMQ, newest first. How the timeline and the estimate are built.

MONECO ADVISORS, LLC held 156,263 BSMQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,263 shares
    Change vs previous 13F +1,508 shares

    0.22% of the 13F portfolio, value $3,679,213.

    13F-HR 0001765690-26-000011 filed by MONECO 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 154,755 shares
    Change vs previous 13F +11,484 shares

    0.28% of the 13F portfolio, value $3,656,082.

    13F-HR 0001765690-26-000007 filed by MONECO 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 143,271 shares
    Change vs previous 13F +10,299 shares

    0.27% of the 13F portfolio, value $3,387,640.

    13F-HR 0001765690-26-000005 filed by MONECO 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 132,972 shares
    Change vs previous 13F +2,994 shares

    0.26% of the 13F portfolio, value $3,141,473.

    13F-HR 0001765690-25-000013 filed by MONECO 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 129,978 shares
    Change vs previous 13F +40,428 shares

    0.28% of the 13F portfolio, value $3,062,284.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 89,550 shares
    Change vs previous 13F +29,248 shares

    0.22% of the 13F portfolio, value $2,114,264.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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 60,302 shares
    Change vs previous 13F +15,796 shares

    0.15% of the 13F portfolio, value $1,421,323.

    13F-HR/A 0001765690-25-000005 filed by MONECO 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 44,506 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,056,583.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).