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MONECO ADVISORS, LLC: IBDU position timeline

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

MONECO ADVISORS, LLC held 119,966 IBDU 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 119,966 shares
    Change vs previous 13F -493 shares

    0.17% of the 13F portfolio, value $2,778,418.

    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 120,459 shares
    Change vs previous 13F +13,915 shares

    0.22% of the 13F portfolio, value $2,801,887.

    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 106,544 shares
    Change vs previous 13F +4,616 shares

    0.2% of the 13F portfolio, value $2,493,668.

    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 101,928 shares
    Change vs previous 13F +2,558 shares

    0.2% of the 13F portfolio, value $2,392,246.

    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 99,370 shares
    Change vs previous 13F +331 shares

    0.22% of the 13F portfolio, value $2,318,300.

    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 99,039 shares
    Change vs previous 13F +1,672 shares

    0.24% of the 13F portfolio, value $2,290,769.

    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 97,367 shares
    Change vs previous 13F +4,512 shares

    0.23% of the 13F portfolio, value $2,219,977.

    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 92,855 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,183,018.

    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).