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MONEY CONCEPTS CAPITAL CORP: USMV position timeline

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

MONEY CONCEPTS CAPITAL CORP held 110,505 USMV 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 110,505 shares
    Change vs previous 13F -17,979 shares

    0.49% of the 13F portfolio, value $10,659,293.

    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 128,484 shares
    Change vs previous 13F +4,865 shares

    0.66% of the 13F portfolio, value $11,915,627.

    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 123,619 shares
    Change vs previous 13F -12,913 shares

    0.65% of the 13F portfolio, value $11,639,924.

    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 136,532 shares
    Change vs previous 13F +2,867 shares

    0.8% of the 13F portfolio, value $12,989,650.

    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 133,665 shares
    Change vs previous 13F +10,843 shares

    0.84% of the 13F portfolio, value $12,547,138.

    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 122,822 shares
    Change vs previous 13F +208 shares

    0.86% of the 13F portfolio, value $11,503,544.

    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 122,614 shares
    Change vs previous 13F +436 shares

    0.81% of the 13F portfolio, value $10,886,938.

    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 122,178 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $11,156,073.

    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).