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MONEY CONCEPTS CAPITAL CORP: EXR position timeline

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

MONEY CONCEPTS CAPITAL CORP held 8,433 EXR 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 8,433 shares
    Change vs previous 13F +1,008 shares

    0.06% of the 13F portfolio, value $1,225,256.

    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 7,425 shares
    Change vs previous 13F +630 shares

    0.05% of the 13F portfolio, value $973,643.

    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 6,795 shares
    Change vs previous 13F +523 shares

    0.05% of the 13F portfolio, value $884,810.

    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 6,272 shares
    Change vs previous 13F +303 shares

    0.05% of the 13F portfolio, value $883,936.

    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 5,969 shares
    Change vs previous 13F +472 shares

    0.06% of the 13F portfolio, value $880,015.

    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 5,497 shares
    Change vs previous 13F +432 shares

    0.06% of the 13F portfolio, value $816,274.

    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 5,065 shares
    Change vs previous 13F +209 shares

    0.06% of the 13F portfolio, value $757,745.

    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 4,856 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $875,017.

    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).