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MONEY CONCEPTS CAPITAL CORP: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEY CONCEPTS CAPITAL CORP on AGG, newest first. How the timeline and the estimate are built.

MONEY CONCEPTS CAPITAL CORP held 114,310 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,310 shares
    Change vs previous 13F -13,192 shares

    0.52% of the 13F portfolio, value $11,314,427.

    13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL CORP
    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 127,502 shares
    Change vs previous 13F +2,438 shares

    0.7% of the 13F portfolio, value $12,657,115.

    13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL CORP
    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 125,064 shares
    Change vs previous 13F -22,979 shares

    0.7% of the 13F portfolio, value $12,491,374.

    13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL CORP
    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 148,043 shares
    Change vs previous 13F +12,154 shares

    0.92% of the 13F portfolio, value $14,841,344.

    13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL CORP
    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 135,889 shares
    Change vs previous 13F +13,124 shares

    0.9% of the 13F portfolio, value $13,480,144.

    13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL CORP
    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 122,765 shares
    Change vs previous 13F +6,236 shares

    0.91% of the 13F portfolio, value $12,143,951.

    13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL CORP
    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 116,529 shares
    Change vs previous 13F +19,777 shares

    0.84% of the 13F portfolio, value $11,291,634.

    13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL CORP
    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 96,752 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $9,798,120.

    13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).