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MONEY CONCEPTS CAPITAL CORP: IWS position timeline

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

MONEY CONCEPTS CAPITAL CORP held 443,267 IWS 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 443,267 shares
    Change vs previous 13F +13,585 shares

    3.38% of the 13F portfolio, value $72,961,681.

    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 429,682 shares
    Change vs previous 13F -27,437 shares

    3.46% of the 13F portfolio, value $62,621,903.

    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 457,119 shares
    Change vs previous 13F +19,820 shares

    3.62% of the 13F portfolio, value $64,476,662.

    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 437,299 shares
    Change vs previous 13F +7,154 shares

    3.77% of the 13F portfolio, value $61,077,619.

    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 430,145 shares
    Change vs previous 13F +6,757 shares

    3.8% of the 13F portfolio, value $56,839,328.

    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 423,388 shares
    Change vs previous 13F +44,994 shares

    3.99% of the 13F portfolio, value $53,334,204.

    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 378,394 shares
    Change vs previous 13F +26,018 shares

    3.64% of the 13F portfolio, value $48,941,466.

    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 352,376 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $46,601,747.

    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).