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MONEY CONCEPTS CAPITAL CORP: IEF position timeline

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

MONEY CONCEPTS CAPITAL CORP held 64,401 IEF 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 64,401 shares
    Change vs previous 13F +4,145 shares

    0.28% of the 13F portfolio, value $6,090,387.

    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 60,256 shares
    Change vs previous 13F -80,321 shares

    0.32% of the 13F portfolio, value $5,750,863.

    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 140,577 shares
    Change vs previous 13F -34,249 shares

    0.76% of the 13F portfolio, value $13,517,890.

    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 174,826 shares
    Change vs previous 13F +48,624 shares

    1.04% of the 13F portfolio, value $16,863,693.

    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 126,202 shares
    Change vs previous 13F -5,218 shares

    0.81% of the 13F portfolio, value $12,086,398.

    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 131,420 shares
    Change vs previous 13F +37,248 shares

    0.94% of the 13F portfolio, value $12,533,502.

    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 94,172 shares
    Change vs previous 13F -85,567 shares

    0.65% of the 13F portfolio, value $8,706,185.

    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 179,739 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $17,636,037.

    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).