MONEY CONCEPTS CAPITAL CORP FONR FONAR CORP

Ownership history in MONEY CONCEPTS CAPITAL CORP  ·  18 quarters on record

AI Ownership Summary

MONEY CONCEPTS CAPITAL CORP reported FONAR CORP (FONR) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.67% in 2024 Q1. The latest visible filing shows FONR at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FONR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONEY CONCEPTS CAPITAL CORP's position in FONAR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FONR was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MONEY CONCEPTS CAPITAL CORP held FONR — position size vs. price
% of Fund (quarterly)    FONR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 510,672 +27,150 +5.6% 0.53% $9.5M 2026-02-14 (Est.) $18.55
2025 Q3 ADDED 483,522 +20,762 +4.5% 0.45% $7.3M 2025-11-04 $14.87
2025 Q2 ADDED 462,760 +56,464 +13.9% 0.46% $6.9M 2025-08-14 $15.17
2025 Q1 ADDED 406,296 +4,719 +1.2% 0.43% $5.7M 2025-04-24 $12.20
2024 Q4 ADDED 401,577 +22,245 +5.9% 0.45% $6.1M 2025-01-27 $15.86
2024 Q3 ADDED 379,332 +16,885 +4.7% 0.47% $6.1M 2024-10-31 $15.20
2024 Q2 ADDED 362,447 +20,998 +6.1% 0.49% $5.8M 2024-08-02 $18.00
2024 Q1 ADDED 341,449 +3,460 +1.0% 0.67% $7.3M 2024-05-01 $16.01
2023 Q4 ADDED 337,989 +26,167 +8.4% 0.61% $6.6M 2024-02-12 $20.36
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MONEY CONCEPTS CAPITAL CORP and FONR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONEY CONCEPTS CAPITAL CORP reported owning FONR?

MONEY CONCEPTS CAPITAL CORP reported FONR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FONR position in MONEY CONCEPTS CAPITAL CORP's portfolio?

The largest reported portfolio weight for FONR was 0.67% in 2024 Q1.

What is the latest reported FONR position on this page?

The most recent filing on this page is 2025 Q4, when MONEY CONCEPTS CAPITAL CORP reported 510,672 shares, equal to 0.53% of portfolio, with an estimated market value of $9.5M.

What does the chart on this FONR ownership page compare?

The chart compares MONEY CONCEPTS CAPITAL CORP's quarterly FONR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MONEY CONCEPTS CAPITAL CORP time their FONR position?

Based on 13F filing dates vs. subsequent FONR price moves, MONEY CONCEPTS CAPITAL CORP correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on FONR relative to SPY over the holding period was -8.2%.

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