Skip to main content

MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by MONECO Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
2,231
Value
$305.5K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of BR by MONECO Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,231$305.5K<0.1%+360+19.2%AddedHolders
Q1 20261,871$304.0K<0.1%+134+7.7%AddedHolders
Q4 20251,737$387.6K<0.1%−8−0.5%ReducedHolders
Q3 20251,745$415.6K<0.1%00.0%UnchangedHolders
Q2 20251,745$424.1K<0.1%−44−2.5%ReducedHolders
Q1 20251,789$433.8K<0.1%−6−0.3%ReducedHolders
Q4 20241,795$405.8K<0.1%+229+14.6%AddedHolders
Q3 20241,566$336.7K<0.1%+66+4.4%AddedHolders
Q2 20241,500$295.5K<0.1%−129−7.9%ReducedHolders
Q1 20241,629$333.7K0.1%+429+35.8%AddedHolders
Q4 20231,200$246.9K<0.1%−18−1.5%ReducedHolders
Q3 20231,218$218.1K0.1%+2+0.2%AddedHolders
Q2 20231,216$201.4K0.1%+1,216NewHolders