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MONECO ADVISORS, LLC: BSMS position timeline

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

MONECO ADVISORS, LLC held 162,305 BSMS 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 162,305 shares
    Change vs previous 13F +3,704 shares

    0.23% of the 13F portfolio, value $3,804,428.

    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 158,601 shares
    Change vs previous 13F +20,726 shares

    0.29% of the 13F portfolio, value $3,710,495.

    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 137,875 shares
    Change vs previous 13F +6,422 shares

    0.26% of the 13F portfolio, value $3,240,060.

    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 131,453 shares
    Change vs previous 13F +6,350 shares

    0.26% of the 13F portfolio, value $3,077,968.

    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 125,103 shares
    Change vs previous 13F +32,522 shares

    0.27% of the 13F portfolio, value $2,906,146.

    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 92,581 shares
    Change vs previous 13F +31,006 shares

    0.22% of the 13F portfolio, value $2,145,571.

    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 61,575 shares
    Change vs previous 13F +13,979 shares

    0.15% of the 13F portfolio, value $1,436,556.

    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 47,596 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,122,321.

    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).