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MONECO ADVISORS, LLC: PPA position timeline

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

MONECO ADVISORS, LLC held 22,182 PPA 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 22,182 shares
    Change vs previous 13F +1,494 shares

    0.24% of the 13F portfolio, value $3,918,505.

    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 20,688 shares
    Change vs previous 13F +3,023 shares

    0.27% of the 13F portfolio, value $3,428,023.

    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 17,665 shares
    Change vs previous 13F +3,246 shares

    0.22% of the 13F portfolio, value $2,766,901.

    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 14,419 shares
    Change vs previous 13F +1,822 shares

    0.19% of the 13F portfolio, value $2,241,467.

    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 12,597 shares
    Change vs previous 13F +750 shares

    0.17% of the 13F portfolio, value $1,784,933.

    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 11,847 shares
    Change vs previous 13F +2,103 shares

    0.14% of the 13F portfolio, value $1,380,800.

    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 9,744 shares
    Change vs previous 13F +2,183 shares

    0.12% of the 13F portfolio, value $1,117,876.

    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 7,561 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $869,240.

    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).