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MONEY CONCEPTS CAPITAL CORP: SCHG position timeline

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

MONEY CONCEPTS CAPITAL CORP held 169,259 SCHG 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 169,259 shares
    Change vs previous 13F -2,362 shares

    0.27% of the 13F portfolio, value $5,727,732.

    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 171,621 shares
    Change vs previous 13F +43,738 shares

    0.28% of the 13F portfolio, value $4,999,319.

    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 127,883 shares
    Change vs previous 13F +8,251 shares

    0.23% of the 13F portfolio, value $4,171,559.

    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 119,632 shares
    Change vs previous 13F -65,141 shares

    0.24% of the 13F portfolio, value $3,817,435.

    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 184,773 shares
    Change vs previous 13F +65,944 shares

    0.36% of the 13F portfolio, value $5,397,223.

    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 118,829 shares
    Change vs previous 13F +6,853 shares

    0.22% of the 13F portfolio, value $2,975,474.

    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 111,976 shares
    Change vs previous 13F +85,009 shares

    0.23% of the 13F portfolio, value $3,120,776.

    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 26,967 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,809,386.

    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).