Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,408,350
+$1,119,297 QoQ
Shares Held
7,068
+78.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#801
of 2,131 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MONEY CONCEPTS CAPITAL CORP holds $4,562,039 across 4 Insurance - Property & Casualty names. CB ranks #1 (52.8% of the industry book) .
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,408,350 | 7,068 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,289,053 | 3,955 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,071,820 | 3,434 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $782,961 | 2,774 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $315,215 | 1,088 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $553,849 | 1,834 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $501,208 | 1,814 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $523,139 | 1,814 | Shares | Sole | 2024-10-31 | |
| 2022-12-31 | $275,529 | 1,249 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,642 | 97 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $33,582 | 157 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||