Skip to content
Disclosery

MONECO ADVISORS, LLC: EFV position timeline

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

MONECO ADVISORS, LLC held 4,939 EFV 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 4,939 shares
    Change vs previous 13F +489 shares

    0.02% of the 13F portfolio, value $378,058.

    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 4,450 shares
    Change vs previous 13F -1,182 shares

    0.03% of the 13F portfolio, value $330,855.

    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 5,632 shares
    Change vs previous 13F -2,082 shares

    0.03% of the 13F portfolio, value $402,206.

    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 7,714 shares
    Change vs previous 13F -22,382 shares

    0.04% of the 13F portfolio, value $523,234.

    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 30,096 shares
    Change vs previous 13F -18,891 shares

    0.18% of the 13F portfolio, value $1,910,475.

    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 48,987 shares
    Change vs previous 13F -35,854 shares

    0.3% of the 13F portfolio, value $2,887,320.

    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 84,841 shares
    Change vs previous 13F -9,312 shares

    0.47% of the 13F portfolio, value $4,451,603.

    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 94,153 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $5,416,607.

    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).