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MONECO ADVISORS, LLC: XSVM position timeline

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

MONECO ADVISORS, LLC held 54,532 XSVM 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 54,532 shares
    Change vs previous 13F -833 shares

    0.23% of the 13F portfolio, value $3,794,912.

    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 55,365 shares
    Change vs previous 13F -460 shares

    0.26% of the 13F portfolio, value $3,336,278.

    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 55,825 shares
    Change vs previous 13F -2,601 shares

    0.25% of the 13F portfolio, value $3,189,841.

    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 58,426 shares
    Change vs previous 13F -3,492 shares

    0.28% of the 13F portfolio, value $3,298,713.

    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 61,918 shares
    Change vs previous 13F -12,071 shares

    0.3% of the 13F portfolio, value $3,219,133.

    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 73,989 shares
    Change vs previous 13F -25,886 shares

    0.38% of the 13F portfolio, value $3,714,250.

    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 99,875 shares
    Change vs previous 13F -36,294 shares

    0.57% of the 13F portfolio, value $5,441,182.

    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 136,169 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,487,922.

    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).