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MONOGRAPH WEALTH ADVISORS, LLC: DFLV position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 318,423 DFLV 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 318,423 shares
    Change vs previous 13F +23,195 shares

    1.03% of the 13F portfolio, value $12,590,445.

    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 295,228 shares
    Change vs previous 13F +36,130 shares

    1% of the 13F portfolio, value $10,542,592.

    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 259,098 shares
    Change vs previous 13F +6,025 shares

    0.87% of the 13F portfolio, value $8,863,743.

    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 253,073 shares
    Change vs previous 13F -38,400 shares

    0.84% of the 13F portfolio, value $8,326,102.

    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 291,473 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $9,041,492.

    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 291,473 shares
    Change vs previous 13F -4,367 shares

    1.21% of the 13F portfolio, value $8,910,330.

    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 295,840 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $8,884,075.

    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 295,840 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $9,114,830.

    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).