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MONECO ADVISORS, LLC: SDY position timeline

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

MONECO ADVISORS, LLC held 59,788 SDY 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 59,788 shares
    Change vs previous 13F +2,518 shares

    0.56% of the 13F portfolio, value $9,098,510.

    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 57,270 shares
    Change vs previous 13F -1,476 shares

    0.65% of the 13F portfolio, value $8,358,030.

    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 58,746 shares
    Change vs previous 13F -1,264 shares

    0.65% of the 13F portfolio, value $8,175,125.

    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 60,010 shares
    Change vs previous 13F -1,107 shares

    0.7% of the 13F portfolio, value $8,404,336.

    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 61,117 shares
    Change vs previous 13F +265 shares

    0.77% of the 13F portfolio, value $8,295,387.

    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 60,852 shares
    Change vs previous 13F -917 shares

    0.85% of the 13F portfolio, value $8,256,371.

    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 61,769 shares
    Change vs previous 13F -766 shares

    0.86% of the 13F portfolio, value $8,159,712.

    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 62,535 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $8,882,451.

    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).