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MONECO ADVISORS, LLC: SPDW position timeline

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

MONECO ADVISORS, LLC held 624,036 SPDW 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 624,036 shares
    Change vs previous 13F +136,674 shares

    1.92% of the 13F portfolio, value $31,445,164.

    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 487,362 shares
    Change vs previous 13F +137,755 shares

    1.73% of the 13F portfolio, value $22,248,097.

    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 349,607 shares
    Change vs previous 13F +57,320 shares

    1.23% of the 13F portfolio, value $15,526,064.

    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 292,287 shares
    Change vs previous 13F +89,059 shares

    1.04% of the 13F portfolio, value $12,506,962.

    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 203,228 shares
    Change vs previous 13F +77,030 shares

    0.77% of the 13F portfolio, value $8,228,714.

    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 126,198 shares
    Change vs previous 13F +30,522 shares

    0.48% of the 13F portfolio, value $4,594,870.

    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 95,676 shares
    Change vs previous 13F +16,078 shares

    0.34% of the 13F portfolio, value $3,265,428.

    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 79,598 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,989,689.

    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).