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MONEY CONCEPTS CAPITAL CORP: SOXX position timeline

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

MONEY CONCEPTS CAPITAL CORP held 14,132 SOXX 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 14,132 shares
    Change vs previous 13F +614 shares

    0.42% of the 13F portfolio, value $9,055,138.

    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 13,518 shares
    Change vs previous 13F -258 shares

    0.25% of the 13F portfolio, value $4,442,790.

    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 13,776 shares
    Change vs previous 13F -144 shares

    0.23% of the 13F portfolio, value $4,148,697.

    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 13,920 shares
    Change vs previous 13F +1,064 shares

    0.23% of the 13F portfolio, value $3,773,863.

    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 12,856 shares
    Change vs previous 13F +1,766 shares

    0.21% of the 13F portfolio, value $3,068,747.

    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 11,090 shares
    Change vs previous 13F +58 shares

    0.16% of the 13F portfolio, value $2,086,899.

    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 11,032 shares
    Change vs previous 13F +1,063 shares

    0.18% of the 13F portfolio, value $2,377,248.

    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 9,969 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,298,831.

    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).