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MONEY CONCEPTS CAPITAL CORP: XLP position timeline

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

MONEY CONCEPTS CAPITAL CORP held 112,210 XLP 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 112,210 shares
    Change vs previous 13F -9,085 shares

    0.43% of the 13F portfolio, value $9,321,332.

    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 121,295 shares
    Change vs previous 13F +26,624 shares

    0.55% of the 13F portfolio, value $9,943,797.

    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 94,671 shares
    Change vs previous 13F +7,571 shares

    0.41% of the 13F portfolio, value $7,354,053.

    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 87,100 shares
    Change vs previous 13F -2,865 shares

    0.42% of the 13F portfolio, value $6,826,062.

    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 89,965 shares
    Change vs previous 13F +2,778 shares

    0.49% of the 13F portfolio, value $7,284,463.

    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 87,187 shares
    Change vs previous 13F -442 shares

    0.53% of the 13F portfolio, value $7,120,532.

    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 87,629 shares
    Change vs previous 13F -1,742 shares

    0.51% of the 13F portfolio, value $6,888,515.

    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 89,371 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,417,791.

    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).