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MONEY CONCEPTS CAPITAL CORP: XLK position timeline

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

MONEY CONCEPTS CAPITAL CORP held 122,230 XLK 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 122,230 shares
    Change vs previous 13F -255 shares

    1.08% of the 13F portfolio, value $23,287,206.

    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 122,485 shares
    Change vs previous 13F -915 shares

    0.9% of the 13F portfolio, value $16,278,255.

    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 123,400 shares
    Change vs previous 13F +60,135 shares

    1% of the 13F portfolio, value $17,766,006.

    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 63,265 shares
    Change vs previous 13F -9,784 shares

    1.1% of the 13F portfolio, value $17,831,917.

    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 73,049 shares
    Change vs previous 13F +10,764 shares

    1.24% of the 13F portfolio, value $18,498,141.

    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 62,285 shares
    Change vs previous 13F +517 shares

    0.96% of the 13F portfolio, value $12,860,660.

    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 61,768 shares
    Change vs previous 13F -746 shares

    1.07% of the 13F portfolio, value $14,362,289.

    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 62,514 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $14,113,273.

    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).