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MONECO ADVISORS, LLC: USMV position timeline

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

MONECO ADVISORS, LLC held 100,105 USMV 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 100,105 shares
    Change vs previous 13F -5,707 shares

    0.59% of the 13F portfolio, value $9,656,155.

    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 105,812 shares
    Change vs previous 13F -3,817 shares

    0.76% of the 13F portfolio, value $9,812,998.

    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 109,629 shares
    Change vs previous 13F +1,568 shares

    0.82% of the 13F portfolio, value $10,322,653.

    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 108,061 shares
    Change vs previous 13F -3,672 shares

    0.86% of the 13F portfolio, value $10,280,901.

    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 111,733 shares
    Change vs previous 13F +4,535 shares

    0.98% of the 13F portfolio, value $10,488,370.

    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 107,198 shares
    Change vs previous 13F +674 shares

    1.04% of the 13F portfolio, value $10,040,177.

    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 106,524 shares
    Change vs previous 13F +665 shares

    1% of the 13F portfolio, value $9,458,275.

    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 105,859 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $9,665,959.

    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).