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MONOGRAPH WEALTH ADVISORS, LLC: IGSB position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 761,949 IGSB 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 761,949 shares
    Change vs previous 13F +125,355 shares

    3.28% of the 13F portfolio, value $39,933,727.

    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 636,594 shares
    Change vs previous 13F +71,550 shares

    3.17% of the 13F portfolio, value $33,459,397.

    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 565,044 shares
    Change vs previous 13F +28,480 shares

    2.93% of the 13F portfolio, value $29,879,512.

    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 536,564 shares
    Change vs previous 13F +21,042 shares

    2.88% of the 13F portfolio, value $28,453,985.

    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 515,522 shares
    Change vs previous 13F +54,397 shares

    3.35% of the 13F portfolio, value $27,198,924.

    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 461,125 shares
    Change vs previous 13F +128,567 shares

    3.29% of the 13F portfolio, value $24,149,139.

    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 332,558 shares
    Change vs previous 13F +11,118 shares

    2.27% of the 13F portfolio, value $17,193,232.

    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 321,440 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $16,927,032.

    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).