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MONECO ADVISORS, LLC: IWB position timeline

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

MONECO ADVISORS, LLC held 2,396 IWB 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 2,396 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $981,196.

    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 2,392 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $852,961.

    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 2,388 shares
    Change vs previous 13F +270 shares

    0.07% of the 13F portfolio, value $891,652.

    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 2,118 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $774,128.

    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 2,114 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $717,789.

    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 2,142 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $656,940.

    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 2,137 shares
    Change vs previous 13F -12 shares

    0.07% of the 13F portfolio, value $688,557.

    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 2,149 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $675,684.

    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).