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MONEY CONCEPTS CAPITAL CORP: IYY position timeline

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

MONEY CONCEPTS CAPITAL CORP held 29,949 IYY 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 29,949 shares
    Change vs previous 13F +1,587 shares

    0.25% of the 13F portfolio, value $5,459,043.

    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 28,362 shares
    Change vs previous 13F -268 shares

    0.25% of the 13F portfolio, value $4,493,993.

    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 28,630 shares
    Change vs previous 13F +2,983 shares

    0.27% of the 13F portfolio, value $4,747,210.

    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 25,647 shares
    Change vs previous 13F -61 shares

    0.26% of the 13F portfolio, value $4,167,061.

    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 25,708 shares
    Change vs previous 13F +433 shares

    0.26% of the 13F portfolio, value $3,878,689.

    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 25,275 shares
    Change vs previous 13F -134 shares

    0.26% of the 13F portfolio, value $3,439,986.

    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 25,409 shares
    Change vs previous 13F +1,586 shares

    0.27% of the 13F portfolio, value $3,635,787.

    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 23,823 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,325,424.

    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).