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MONOGRAPH WEALTH ADVISORS, LLC: DFAX position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 6,491,032 DFAX 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 6,491,032 shares
    Change vs previous 13F +324,177 shares

    19.64% of the 13F portfolio, value $239,129,604.

    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 6,166,855 shares
    Change vs previous 13F +106,079 shares

    19.86% of the 13F portfolio, value $209,488,060.

    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 6,060,776 shares
    Change vs previous 13F +91,583 shares

    19.48% of the 13F portfolio, value $198,369,193.

    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 5,969,193 shares
    Change vs previous 13F +220,076 shares

    18.95% of the 13F portfolio, value $187,313,270.

    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 5,749,117 shares
    Change vs previous 13F +207,834 shares

    20.82% of the 13F portfolio, value $168,851,557.

    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 5,541,283 shares
    Change vs previous 13F +58,125 shares

    19.78% of the 13F portfolio, value $145,181,609.

    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 5,483,158 shares
    Change vs previous 13F -150,021 shares

    18.02% of the 13F portfolio, value $136,311,318.

    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 5,633,179 shares
    Change vs previous 13F not available

    19.8% of the 13F portfolio, value $152,152,156.

    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).