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MONEY CONCEPTS CAPITAL CORP: SPY position timeline

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

MONEY CONCEPTS CAPITAL CORP held 17,722 SPY 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 17,722 shares
    Change vs previous 13F +1,841 shares

    0.61% of the 13F portfolio, value $13,234,570.

    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 15,881 shares
    Change vs previous 13F +3,383 shares

    0.57% of the 13F portfolio, value $10,328,135.

    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 12,498 shares
    Change vs previous 13F +2,396 shares

    0.48% of the 13F portfolio, value $8,522,675.

    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 10,102 shares
    Change vs previous 13F +1,452 shares

    0.42% of the 13F portfolio, value $6,729,601.

    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 8,650 shares
    Change vs previous 13F -6,411 shares

    0.36% of the 13F portfolio, value $5,344,554.

    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 15,061 shares
    Change vs previous 13F -884 shares

    0.63% of the 13F portfolio, value $8,424,805.

    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 15,945 shares
    Change vs previous 13F -298 shares

    0.7% of the 13F portfolio, value $9,345,042.

    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 16,243 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $9,319,730.

    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).