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MONEY CONCEPTS CAPITAL CORP: SGOV position timeline

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

MONEY CONCEPTS CAPITAL CORP held 134,226 SGOV 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 134,226 shares
    Change vs previous 13F +19,582 shares

    0.63% of the 13F portfolio, value $13,512,559.

    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 114,644 shares
    Change vs previous 13F +62,702 shares

    0.64% of the 13F portfolio, value $11,540,105.

    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 51,942 shares
    Change vs previous 13F +36,284 shares

    0.29% of the 13F portfolio, value $5,213,975.

    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 15,658 shares
    Change vs previous 13F +10,742 shares

    0.1% of the 13F portfolio, value $1,576,751.

    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 4,916 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $494,992.

    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).