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MONEY CONCEPTS CAPITAL CORP: XLV position timeline

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

MONEY CONCEPTS CAPITAL CORP held 24,533 XLV 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 24,533 shares
    Change vs previous 13F -183,737 shares

    0.18% of the 13F portfolio, value $3,892,461.

    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 208,270 shares
    Change vs previous 13F +191,656 shares

    1.69% of the 13F portfolio, value $30,534,437.

    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 16,614 shares
    Change vs previous 13F +208 shares

    0.14% of the 13F portfolio, value $2,571,857.

    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 16,406 shares
    Change vs previous 13F -5,672 shares

    0.14% of the 13F portfolio, value $2,283,207.

    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 22,078 shares
    Change vs previous 13F +1,816 shares

    0.2% of the 13F portfolio, value $2,975,892.

    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 20,262 shares
    Change vs previous 13F +1,511 shares

    0.22% of the 13F portfolio, value $2,958,511.

    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 18,751 shares
    Change vs previous 13F -1,106 shares

    0.19% of the 13F portfolio, value $2,579,631.

    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 19,857 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,058,414.

    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).