Skip to content
Disclosery

MONOGRAPH WEALTH ADVISORS, LLC: LIF position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 84,761 LIF 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 84,761 shares
    Change vs previous 13F -11,164 shares

    0.39% of the 13F portfolio, value $4,692,369.

    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 95,925 shares
    Change vs previous 13F +29,694 shares

    0.37% of the 13F portfolio, value $3,915,659.

    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 66,231 shares
    Change vs previous 13F -10,748 shares

    0.42% of the 13F portfolio, value $4,248,056.

    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 76,979 shares
    Change vs previous 13F -19,375 shares

    0.83% of the 13F portfolio, value $8,182,868.

    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 96,354 shares
    Change vs previous 13F -7,633 shares

    0.78% of the 13F portfolio, value $6,287,099.

    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 103,987 shares
    Change vs previous 13F +2,753 shares

    0.54% of the 13F portfolio, value $3,992,061.

    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 101,234 shares
    Change vs previous 13F +36,400 shares

    0.55% of the 13F portfolio, value $4,177,927.

    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 64,834 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,551,218.

    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).