Skip to content
Disclosery

MONECO ADVISORS, LLC: IBDS position timeline

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

MONECO ADVISORS, LLC held 155,938 IBDS 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 155,938 shares
    Change vs previous 13F -3,198 shares

    0.23% of the 13F portfolio, value $3,776,828.

    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 159,136 shares
    Change vs previous 13F +8,934 shares

    0.3% of the 13F portfolio, value $3,857,452.

    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 150,202 shares
    Change vs previous 13F +6,550 shares

    0.29% of the 13F portfolio, value $3,646,911.

    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 143,652 shares
    Change vs previous 13F +3,771 shares

    0.29% of the 13F portfolio, value $3,496,478.

    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 139,881 shares
    Change vs previous 13F +8,477 shares

    0.32% of the 13F portfolio, value $3,394,915.

    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 131,404 shares
    Change vs previous 13F +16,408 shares

    0.33% of the 13F portfolio, value $3,177,338.

    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 114,996 shares
    Change vs previous 13F +16,981 shares

    0.29% of the 13F portfolio, value $2,755,310.

    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 98,015 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,388,628.

    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).