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MONEY CONCEPTS CAPITAL CORP: SMH position timeline

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

MONEY CONCEPTS CAPITAL CORP held 19,556 SMH 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 19,556 shares
    Change vs previous 13F +851 shares

    0.59% of the 13F portfolio, value $12,826,929.

    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 18,705 shares
    Change vs previous 13F +240 shares

    0.4% of the 13F portfolio, value $7,171,508.

    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 18,465 shares
    Change vs previous 13F +4,958 shares

    0.37% of the 13F portfolio, value $6,649,803.

    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 13,507 shares
    Change vs previous 13F +827 shares

    0.27% of the 13F portfolio, value $4,408,224.

    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 12,680 shares
    Change vs previous 13F -286 shares

    0.24% of the 13F portfolio, value $3,536,266.

    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 12,966 shares
    Change vs previous 13F +996 shares

    0.21% of the 13F portfolio, value $2,741,971.

    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 11,970 shares
    Change vs previous 13F +695 shares

    0.22% of the 13F portfolio, value $2,898,834.

    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 11,275 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,767,507.

    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).