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MONECO ADVISORS, LLC: IYK position timeline

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

MONECO ADVISORS, LLC held 9,756 IYK 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 9,756 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $708,877.

    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 9,969 shares
    Change vs previous 13F -5,771 shares

    0.05% of the 13F portfolio, value $698,107.

    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 15,740 shares
    Change vs previous 13F -4,116 shares

    0.08% of the 13F portfolio, value $1,053,352.

    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 19,856 shares
    Change vs previous 13F -4,351 shares

    0.11% of the 13F portfolio, value $1,357,938.

    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 24,207 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,706,140.

    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).