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MONECO ADVISORS, LLC: BSMU position timeline

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

MONECO ADVISORS, LLC held 166,980 BSMU 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 166,980 shares
    Change vs previous 13F +4,280 shares

    0.22% of the 13F portfolio, value $3,659,959.

    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 162,700 shares
    Change vs previous 13F +20,619 shares

    0.28% of the 13F portfolio, value $3,549,046.

    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 142,081 shares
    Change vs previous 13F -2,205 shares

    0.25% of the 13F portfolio, value $3,129,342.

    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 144,286 shares
    Change vs previous 13F +12,354 shares

    0.26% of the 13F portfolio, value $3,162,753.

    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 131,932 shares
    Change vs previous 13F +41,823 shares

    0.26% of the 13F portfolio, value $2,836,531.

    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 90,109 shares
    Change vs previous 13F +31,642 shares

    0.2% of the 13F portfolio, value $1,944,549.

    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 58,467 shares
    Change vs previous 13F +14,298 shares

    0.13% of the 13F portfolio, value $1,269,909.

    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 44,169 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $978,345.

    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).