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MONECO ADVISORS, LLC: BSMT position timeline

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

MONECO ADVISORS, LLC held 158,107 BSMT 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 158,107 shares
    Change vs previous 13F +4,897 shares

    0.22% of the 13F portfolio, value $3,641,197.

    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 153,210 shares
    Change vs previous 13F +19,899 shares

    0.27% of the 13F portfolio, value $3,527,474.

    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 133,311 shares
    Change vs previous 13F +4,501 shares

    0.25% of the 13F portfolio, value $3,086,139.

    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 128,810 shares
    Change vs previous 13F +9,159 shares

    0.25% of the 13F portfolio, value $2,975,502.

    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 119,651 shares
    Change vs previous 13F +32,886 shares

    0.25% of the 13F portfolio, value $2,717,271.

    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 86,765 shares
    Change vs previous 13F +30,877 shares

    0.2% of the 13F portfolio, value $1,973,043.

    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 55,888 shares
    Change vs previous 13F +14,770 shares

    0.14% of the 13F portfolio, value $1,282,062.

    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 41,118 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $956,816.

    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).