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MONEY CONCEPTS CAPITAL CORP: IYH position timeline

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

MONEY CONCEPTS CAPITAL CORP held 37,430 IYH 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 37,430 shares
    Change vs previous 13F +310 shares

    0.12% of the 13F portfolio, value $2,508,223.

    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 37,120 shares
    Change vs previous 13F +31,045 shares

    0.13% of the 13F portfolio, value $2,288,072.

    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 6,075 shares
    Change vs previous 13F -14,890 shares

    0.02% of the 13F portfolio, value $395,455.

    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 20,965 shares
    Change vs previous 13F -371 shares

    0.08% of the 13F portfolio, value $1,231,088.

    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 21,336 shares
    Change vs previous 13F +641 shares

    0.08% of the 13F portfolio, value $1,205,049.

    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 20,695 shares
    Change vs previous 13F -1,139 shares

    0.09% of the 13F portfolio, value $1,260,094.

    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 21,834 shares
    Change vs previous 13F -2,557 shares

    0.09% of the 13F portfolio, value $1,272,275.

    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 24,391 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,585,385.

    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).