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MONOGRAPH WEALTH ADVISORS, LLC: DFUV position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 1,022,464 DFUV 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 1,022,464 shares
    Change vs previous 13F +7,596 shares

    4.62% of the 13F portfolio, value $56,245,731.

    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 1,014,868 shares
    Change vs previous 13F +46,425 shares

    4.66% of the 13F portfolio, value $49,180,523.

    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 968,443 shares
    Change vs previous 13F +16,703 shares

    4.43% of the 13F portfolio, value $45,119,742.

    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 951,740 shares
    Change vs previous 13F +158,972 shares

    4.3% of the 13F portfolio, value $42,533,260.

    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 792,768 shares
    Change vs previous 13F +134,900 shares

    4.13% of the 13F portfolio, value $33,518,230.

    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 657,868 shares
    Change vs previous 13F +1,265 shares

    3.69% of the 13F portfolio, value $27,110,739.

    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 656,603 shares
    Change vs previous 13F +7,810 shares

    3.55% of the 13F portfolio, value $26,868,194.

    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 648,793 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $27,048,179.

    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).