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MONEY CONCEPTS CAPITAL CORP: XLY position timeline

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

MONEY CONCEPTS CAPITAL CORP held 9,823 XLY 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 9,823 shares
    Change vs previous 13F +159 shares

    0.05% of the 13F portfolio, value $1,152,009.

    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 9,664 shares
    Change vs previous 13F -18,532 shares

    0.06% of the 13F portfolio, value $1,053,180.

    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 28,196 shares
    Change vs previous 13F +15,881 shares

    0.19% of the 13F portfolio, value $3,366,907.

    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 12,315 shares
    Change vs previous 13F +667 shares

    0.18% of the 13F portfolio, value $2,951,061.

    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 11,648 shares
    Change vs previous 13F -1,277 shares

    0.17% of the 13F portfolio, value $2,531,513.

    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 12,925 shares
    Change vs previous 13F +8,334 shares

    0.19% of the 13F portfolio, value $2,552,112.

    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 4,591 shares
    Change vs previous 13F +703 shares

    0.08% of the 13F portfolio, value $1,029,999.

    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 3,888 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $779,097.

    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).