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MONEY CONCEPTS CAPITAL CORP: IWY position timeline

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

MONEY CONCEPTS CAPITAL CORP held 5,705 IWY 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 5,705 shares
    Change vs previous 13F -2,734 shares

    0.08% of the 13F portfolio, value $1,657,892.

    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 8,439 shares
    Change vs previous 13F -541 shares

    0.12% of the 13F portfolio, value $2,100,023.

    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 8,980 shares
    Change vs previous 13F -1,548 shares

    0.14% of the 13F portfolio, value $2,486,888.

    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 10,528 shares
    Change vs previous 13F -579 shares

    0.18% of the 13F portfolio, value $2,881,102.

    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 11,107 shares
    Change vs previous 13F -366 shares

    0.18% of the 13F portfolio, value $2,738,022.

    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 11,473 shares
    Change vs previous 13F +218 shares

    0.18% of the 13F portfolio, value $2,420,097.

    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 11,255 shares
    Change vs previous 13F -603 shares

    0.2% of the 13F portfolio, value $2,647,849.

    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 11,858 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,609,267.

    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).