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MONOGRAPH WEALTH ADVISORS, LLC: DFIV position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 241,227 DFIV 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 241,227 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $13,031,057.

    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 241,227 shares
    Change vs previous 13F -2,743 shares

    1.21% of the 13F portfolio, value $12,731,936.

    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 243,970 shares
    Change vs previous 13F -940 shares

    1.2% of the 13F portfolio, value $12,174,080.

    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 244,910 shares
    Change vs previous 13F -9,860 shares

    1.14% of the 13F portfolio, value $11,295,228.

    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 254,770 shares
    Change vs previous 13F -1,268 shares

    1.35% of the 13F portfolio, value $10,911,779.

    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 256,038 shares
    Change vs previous 13F -21,726 shares

    1.37% of the 13F portfolio, value $10,077,637.

    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 277,764 shares
    Change vs previous 13F -2,759 shares

    1.3% of the 13F portfolio, value $9,855,077.

    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 280,523 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $10,682,327.

    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).