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MONEY CONCEPTS CAPITAL CORP: XMVM position timeline

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

MONEY CONCEPTS CAPITAL CORP held 30,247 XMVM 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 30,247 shares
    Change vs previous 13F -793 shares

    0.1% of the 13F portfolio, value $2,145,123.

    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 31,040 shares
    Change vs previous 13F -467 shares

    0.11% of the 13F portfolio, value $2,021,344.

    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 31,507 shares
    Change vs previous 13F -483 shares

    0.11% of the 13F portfolio, value $2,021,519.

    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 31,990 shares
    Change vs previous 13F +1,652 shares

    0.12% of the 13F portfolio, value $1,971,502.

    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 30,338 shares
    Change vs previous 13F +81 shares

    0.11% of the 13F portfolio, value $1,687,562.

    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 30,257 shares
    Change vs previous 13F +684 shares

    0.12% of the 13F portfolio, value $1,595,881.

    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 29,573 shares
    Change vs previous 13F -1,720 shares

    0.12% of the 13F portfolio, value $1,638,921.

    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 31,293 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,734,537.

    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).