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MONEY CONCEPTS CAPITAL CORP: IVW position timeline

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

MONEY CONCEPTS CAPITAL CORP held 4,393 IVW 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 4,393 shares
    Change vs previous 13F -19,414 shares

    0.03% of the 13F portfolio, value $604,169.

    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 23,807 shares
    Change vs previous 13F -1,774 shares

    0.15% of the 13F portfolio, value $2,692,771.

    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 25,581 shares
    Change vs previous 13F -744 shares

    0.18% of the 13F portfolio, value $3,153,114.

    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 26,325 shares
    Change vs previous 13F +4,851 shares

    0.2% of the 13F portfolio, value $3,177,984.

    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 21,474 shares
    Change vs previous 13F -699 shares

    0.16% of the 13F portfolio, value $2,364,280.

    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 22,173 shares
    Change vs previous 13F -4,399 shares

    0.15% of the 13F portfolio, value $2,058,285.

    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 26,572 shares
    Change vs previous 13F -10,323 shares

    0.2% of the 13F portfolio, value $2,697,887.

    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 36,895 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,532,693.

    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).