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Disclosery

MONECO ADVISORS, LLC: IWR position timeline

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

MONECO ADVISORS, LLC held 11,776 IWR 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 11,776 shares
    Change vs previous 13F +1,958 shares

    0.08% of the 13F portfolio, value $1,299,081.

    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 9,818 shares
    Change vs previous 13F -2,378 shares

    0.07% of the 13F portfolio, value $954,574.

    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 12,196 shares
    Change vs previous 13F +142 shares

    0.09% of the 13F portfolio, value $1,174,123.

    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 12,054 shares
    Change vs previous 13F -1,350 shares

    0.1% of the 13F portfolio, value $1,163,855.

    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 13,404 shares
    Change vs previous 13F -600 shares

    0.11% of the 13F portfolio, value $1,232,795.

    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 14,004 shares
    Change vs previous 13F -959 shares

    0.12% of the 13F portfolio, value $1,191,351.

    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 14,963 shares
    Change vs previous 13F +596 shares

    0.14% of the 13F portfolio, value $1,322,771.

    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 14,367 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,266,337.

    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).