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MONECO ADVISORS, LLC: BSMR position timeline

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

MONECO ADVISORS, LLC held 159,326 BSMR 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 159,326 shares
    Change vs previous 13F +8,918 shares

    0.23% of the 13F portfolio, value $3,766,474.

    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 150,408 shares
    Change vs previous 13F +15,169 shares

    0.28% of the 13F portfolio, value $3,557,759.

    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 135,239 shares
    Change vs previous 13F +7,557 shares

    0.25% of the 13F portfolio, value $3,200,467.

    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 127,682 shares
    Change vs previous 13F +7,277 shares

    0.25% of the 13F portfolio, value $3,020,948.

    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 120,405 shares
    Change vs previous 13F +41,543 shares

    0.26% of the 13F portfolio, value $2,825,915.

    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 78,862 shares
    Change vs previous 13F +24,309 shares

    0.19% of the 13F portfolio, value $1,857,195.

    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 54,553 shares
    Change vs previous 13F +15,983 shares

    0.14% of the 13F portfolio, value $1,287,460.

    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 38,570 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $914,105.

    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).