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MONECO ADVISORS, LLC: IBDT position timeline

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

MONECO ADVISORS, LLC held 190,785 IBDT 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 190,785 shares
    Change vs previous 13F -5,038 shares

    0.29% of the 13F portfolio, value $4,817,313.

    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 195,823 shares
    Change vs previous 13F +8,624 shares

    0.38% of the 13F portfolio, value $4,960,187.

    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 187,199 shares
    Change vs previous 13F +7,422 shares

    0.38% of the 13F portfolio, value $4,765,156.

    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 179,777 shares
    Change vs previous 13F -3,756 shares

    0.38% of the 13F portfolio, value $4,587,909.

    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 183,533 shares
    Change vs previous 13F +416 shares

    0.43% of the 13F portfolio, value $4,665,402.

    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 183,117 shares
    Change vs previous 13F +4,082 shares

    0.48% of the 13F portfolio, value $4,625,541.

    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 179,035 shares
    Change vs previous 13F +9,405 shares

    0.47% of the 13F portfolio, value $4,457,962.

    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 169,630 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,330,655.

    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).