Filer Snapshot

MONEY CONCEPTS CAPITAL CORP

CIK 0000716851. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

36

Latest filing

13 Nov 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

VOO

$84.81M reported value

Open holding

13D/G large stake

SVAL

01 Sep 2026 · 44% ownership

Open 13D/G
Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 13 Nov 2026 for CIK 0000716851.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$2.17B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$2.17B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
VOO IWS MINT DSTL IEMG
+15 moreSVAL KMLM AAPL XLV MAGS XLF SPTM RSP MSFT SPMO NVDA VYM IEFA XLK IJR

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VOO IWS MINT DSTL IEMG SVAL KMLM AAPL
+12 moreXLV MAGS XLF SPTM RSP MSFT SPMO NVDA VYM IEFA XLK IJR

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

SVAL MAGS KMLM FONR KHPI DGAP
+1 moreDLAG
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
11440 Jog Road, Palm Beach Gardens, FL, 33418
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
FL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about MONEY CONCEPTS CAPITAL CORP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $2.17B across 624 reported holdings for Q3 2026.
  • Largest parsed 13F holding: VOO at $84.81M.
  • 5 recent 13D/G stake rows found; top row is SVAL at 44% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 624 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2026 - 06 Nov 2026

Top 5 concentration

17%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$378.13M

Compared with $2.17B total 13F value.

Top 5 net change

+$143.57M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: MINT · Largest trim: SPMO

VOO IWS MINT DSTL IEMG Other holdings

VOO

3.9%

Vanguard Index Fds

$84.81M

IWS

3.5%

Ishares Tr

$76.69M

MINT

3.5%

Pimco Etf Tr

$75.06M

DSTL

3.4%

Etf Ser Solutions

$72.87M

IEMG

3.2%

Ishares Inc

$68.69M

13D/G large-stake context

SVAL

01 Sep 2026 · US Small Cap Value Factor ETF

44%
Issuer page 13D/G history

KMLM

20 Jul 2026 · KraneShares Mount Lucas Managed Futures Index Strategy ETF

6.4%
Issuer page 13D/G history

DGAP

06 Jul 2026 · FT Vest U.S. Equity Buffer & Digital Return ETF

13%
Issuer page 13D/G history

DLAG

06 Jul 2026 · FT Vest U.S. Equity Dual Directional Buffer ETF

0.01%
Issuer page 13D/G history

Latest update

What changed recently for MONEY CONCEPTS CAPITAL CORP

New filing available

Latest Schedule 13D/G period: 01 Sep 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Nov 2026

Page type

Filer profile

Latest period

01 Sep 2026

Schedule 13D/G context is visible from filings filed on 13 Nov 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

MONEY CONCEPTS CAPITAL CORP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 01 Sep 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000716851 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
36
First seen
17 May 2021
Latest filing
13 Nov 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

MONEY CONCEPTS CAPITAL CORP SEC filings MONEY CONCEPTS CAPITAL CORP 13F portfolio MONEY CONCEPTS CAPITAL CORP 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 36 SEC filings for MONEY CONCEPTS CAPITAL CORP.

Open full filing history
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
13 Nov 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
13 Nov 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Nov 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Nov 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
06 Nov 2026
Reporting date
30 Sep 2026
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
04 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
01 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
30 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Feb 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
04 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
04 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
18 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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