Skip to content
Disclosery

MONEY CONCEPTS CAPITAL CORP: ITOT position timeline

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

MONEY CONCEPTS CAPITAL CORP held 9,252 ITOT 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 9,252 shares
    Change vs previous 13F +490 shares

    0.07% of the 13F portfolio, value $1,519,770.

    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 8,762 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $1,247,901.

    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 8,770 shares
    Change vs previous 13F -382 shares

    0.07% of the 13F portfolio, value $1,304,065.

    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 9,152 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $1,333,033.

    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 9,136 shares
    Change vs previous 13F -108 shares

    0.08% of the 13F portfolio, value $1,233,743.

    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 9,244 shares
    Change vs previous 13F +857 shares

    0.08% of the 13F portfolio, value $1,127,876.

    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 8,387 shares
    Change vs previous 13F +753 shares

    0.08% of the 13F portfolio, value $1,078,752.

    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 7,634 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $958,999.

    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).