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MONECO ADVISORS, LLC: IWY position timeline

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

MONECO ADVISORS, LLC held 149,208 IWY 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 149,208 shares
    Change vs previous 13F -1,071 shares

    2.65% of the 13F portfolio, value $43,362,789.

    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 150,279 shares
    Change vs previous 13F +13,804 shares

    2.9% of the 13F portfolio, value $37,395,425.

    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 136,475 shares
    Change vs previous 13F +9,226 shares

    3% of the 13F portfolio, value $37,795,425.

    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 127,249 shares
    Change vs previous 13F +5,001 shares

    2.91% of the 13F portfolio, value $34,821,781.

    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 122,248 shares
    Change vs previous 13F +7,379 shares

    2.8% of the 13F portfolio, value $30,135,284.

    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 114,869 shares
    Change vs previous 13F +17,586 shares

    2.51% of the 13F portfolio, value $24,230,424.

    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 97,283 shares
    Change vs previous 13F +22,279 shares

    2.41% of the 13F portfolio, value $22,887,843.

    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 75,004 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $16,504,739.

    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).