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MONOGRAPH WEALTH ADVISORS, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONOGRAPH WEALTH ADVISORS, LLC on DFAC, newest first. How the timeline and the estimate are built.

MONOGRAPH WEALTH ADVISORS, LLC held 7,065,425 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,065,425 shares
    Change vs previous 13F +227,269 shares

    25.74% of the 13F portfolio, value $313,422,261.

    13F-HR 0001776588-26-000003 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,838,156 shares
    Change vs previous 13F +148,780 shares

    25.19% of the 13F portfolio, value $265,730,747.

    13F-HR 0001776588-26-000002 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,689,376 shares
    Change vs previous 13F +110,729 shares

    26.01% of the 13F portfolio, value $264,832,392.

    13F-HR 0001776588-26-000001 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,578,647 shares
    Change vs previous 13F +184,004 shares

    25.68% of the 13F portfolio, value $253,738,401.

    13F-HR 0001776588-25-000009 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,394,643 shares
    Change vs previous 13F -350,364 shares

    28.26% of the 13F portfolio, value $229,183,993.

    13F-HR 0001776588-25-000006 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,745,007 shares
    Change vs previous 13F +103,801 shares

    30.31% of the 13F portfolio, value $222,517,785.

    13F-HR 0001776588-25-000005 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,641,206 shares
    Change vs previous 13F -59,362 shares

    30.37% of the 13F portfolio, value $229,719,299.

    13F-HR 0001776588-25-000003 filed by MONOGRAPH WEALTH ADVISORS, LLC
    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 6,700,568 shares
    Change vs previous 13F not available

    29.9% of the 13F portfolio, value $229,762,460.

    13F-HR 0001776588-24-000006 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).