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Disclosery

MONECO ADVISORS, LLC: BSMW position timeline

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

MONECO ADVISORS, LLC held 120,153 BSMW 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 120,153 shares
    Change vs previous 13F +5,864 shares

    0.18% of the 13F portfolio, value $3,020,656.

    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 114,289 shares
    Change vs previous 13F +20,237 shares

    0.22% of the 13F portfolio, value $2,840,508.

    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 94,052 shares
    Change vs previous 13F +70,762 shares

    0.19% of the 13F portfolio, value $2,361,656.

    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 23,290 shares
    Change vs previous 13F +7,648 shares

    0.05% of the 13F portfolio, value $581,656.

    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 15,642 shares
    Change vs previous 13F +15,642 shares

    0.04% of the 13F portfolio, value $382,920.

    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 ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -10,862 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 10,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $278,393.

    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).