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MONEY CONCEPTS CAPITAL CORP: SCHV position timeline

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

MONEY CONCEPTS CAPITAL CORP held 114,863 SCHV 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 114,863 shares
    Change vs previous 13F +411 shares

    0.19% of the 13F portfolio, value $3,998,389.

    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 114,452 shares
    Change vs previous 13F +61,258 shares

    0.19% of the 13F portfolio, value $3,490,776.

    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 53,194 shares
    Change vs previous 13F +5,733 shares

    0.09% of the 13F portfolio, value $1,575,062.

    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 47,461 shares
    Change vs previous 13F -233 shares

    0.09% of the 13F portfolio, value $1,381,577.

    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 47,694 shares
    Change vs previous 13F +2,808 shares

    0.09% of the 13F portfolio, value $1,319,703.

    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 44,886 shares
    Change vs previous 13F +161 shares

    0.09% of the 13F portfolio, value $1,193,058.

    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 44,725 shares
    Change vs previous 13F +30,203 shares

    0.09% of the 13F portfolio, value $1,165,974.

    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 14,522 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,167,098.

    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).