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MONECO ADVISORS, LLC: SPMD position timeline

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

MONECO ADVISORS, LLC held 53,314 SPMD 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 53,314 shares
    Change vs previous 13F +7,167 shares

    0.22% of the 13F portfolio, value $3,601,903.

    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 46,147 shares
    Change vs previous 13F +1,904 shares

    0.21% of the 13F portfolio, value $2,732,852.

    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 44,243 shares
    Change vs previous 13F +6,454 shares

    0.2% of the 13F portfolio, value $2,562,098.

    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 37,789 shares
    Change vs previous 13F +5,406 shares

    0.18% of the 13F portfolio, value $2,161,164.

    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 32,383 shares
    Change vs previous 13F +8,001 shares

    0.16% of the 13F portfolio, value $1,761,011.

    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 24,382 shares
    Change vs previous 13F +2,006 shares

    0.13% of the 13F portfolio, value $1,247,850.

    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 22,376 shares
    Change vs previous 13F +6,758 shares

    0.13% of the 13F portfolio, value $1,223,758.

    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 15,618 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $853,971.

    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).