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MONEY CONCEPTS CAPITAL CORP: IJR position timeline

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

MONEY CONCEPTS CAPITAL CORP held 133,556 IJR 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 133,556 shares
    Change vs previous 13F -820 shares

    0.92% of the 13F portfolio, value $19,807,727.

    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 134,376 shares
    Change vs previous 13F +3,207 shares

    0.92% of the 13F portfolio, value $16,704,282.

    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 131,169 shares
    Change vs previous 13F +201 shares

    0.88% of the 13F portfolio, value $15,763,908.

    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 130,968 shares
    Change vs previous 13F +3,757 shares

    0.96% of the 13F portfolio, value $15,562,925.

    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 127,211 shares
    Change vs previous 13F +11,456 shares

    0.93% of the 13F portfolio, value $13,902,921.

    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 115,755 shares
    Change vs previous 13F +3,802 shares

    0.91% of the 13F portfolio, value $12,104,546.

    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 111,953 shares
    Change vs previous 13F -3,577 shares

    0.96% of the 13F portfolio, value $12,899,217.

    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 115,530 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $13,512,388.

    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).