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MONECO ADVISORS, LLC: QUAL position timeline

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

MONECO ADVISORS, LLC held 10,178 QUAL 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 10,178 shares
    Change vs previous 13F -507 shares

    0.14% of the 13F portfolio, value $2,233,285.

    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 10,685 shares
    Change vs previous 13F -803 shares

    0.16% of the 13F portfolio, value $2,049,441.

    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 11,488 shares
    Change vs previous 13F -160 shares

    0.18% of the 13F portfolio, value $2,281,830.

    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 11,648 shares
    Change vs previous 13F -6,823 shares

    0.19% of the 13F portfolio, value $2,265,485.

    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 18,471 shares
    Change vs previous 13F -5,677 shares

    0.31% of the 13F portfolio, value $3,376,891.

    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 24,148 shares
    Change vs previous 13F -10,760 shares

    0.43% of the 13F portfolio, value $4,126,643.

    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 34,908 shares
    Change vs previous 13F +5,962 shares

    0.66% of the 13F portfolio, value $6,216,503.

    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 28,946 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,190,018.

    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).