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MONECO ADVISORS, LLC: IBDR position timeline

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

MONECO ADVISORS, LLC held 173,411 IBDR 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 173,411 shares
    Change vs previous 13F -1,431 shares

    0.26% of the 13F portfolio, value $4,201,755.

    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 174,842 shares
    Change vs previous 13F +3,299 shares

    0.33% of the 13F portfolio, value $4,238,181.

    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 171,543 shares
    Change vs previous 13F -7,710 shares

    0.33% of the 13F portfolio, value $4,156,488.

    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 179,253 shares
    Change vs previous 13F +12,843 shares

    0.36% of the 13F portfolio, value $4,355,859.

    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 166,410 shares
    Change vs previous 13F +11,179 shares

    0.38% of the 13F portfolio, value $4,035,440.

    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 155,231 shares
    Change vs previous 13F +45,497 shares

    0.39% of the 13F portfolio, value $3,758,140.

    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 109,734 shares
    Change vs previous 13F +14,848 shares

    0.28% of the 13F portfolio, value $2,641,301.

    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 94,886 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,305,729.

    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).