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MONEY CONCEPTS CAPITAL CORP: XLF position timeline

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

MONEY CONCEPTS CAPITAL CORP held 584,198 XLF 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 584,198 shares
    Change vs previous 13F +37,596 shares

    1.45% of the 13F portfolio, value $31,318,855.

    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 546,602 shares
    Change vs previous 13F +536,771 shares

    1.49% of the 13F portfolio, value $26,985,755.

    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 9,831 shares
    Change vs previous 13F -73 shares

    0.03% of the 13F portfolio, value $538,444.

    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 9,904 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $533,529.

    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 9,719 shares
    Change vs previous 13F -5,910 shares

    0.03% of the 13F portfolio, value $508,984.

    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 15,629 shares
    Change vs previous 13F +414 shares

    0.06% of the 13F portfolio, value $778,480.

    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 15,215 shares
    Change vs previous 13F -912 shares

    0.05% of the 13F portfolio, value $735,341.

    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 16,127 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $730,876.

    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).