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MONEY CONCEPTS CAPITAL CORP: VYM position timeline

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

MONEY CONCEPTS CAPITAL CORP held 154,087 VYM 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 154,087 shares
    Change vs previous 13F -3,383 shares

    1.13% of the 13F portfolio, value $24,350,383.

    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 157,470 shares
    Change vs previous 13F +4,404 shares

    1.29% of the 13F portfolio, value $23,321,262.

    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 153,066 shares
    Change vs previous 13F -32,907 shares

    1.23% of the 13F portfolio, value $21,968,051.

    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 185,973 shares
    Change vs previous 13F +4,844 shares

    1.62% of the 13F portfolio, value $26,212,948.

    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 181,129 shares
    Change vs previous 13F +6,514 shares

    1.61% of the 13F portfolio, value $24,146,329.

    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 174,615 shares
    Change vs previous 13F +2,455 shares

    1.69% of the 13F portfolio, value $22,518,286.

    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 172,160 shares
    Change vs previous 13F +3,090 shares

    1.63% of the 13F portfolio, value $21,965,941.

    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 169,070 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $21,674,770.

    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).