MONOGRAPH WEALTH ADVISORS, LLC: LION position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 12,981 LION shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 12,981 shares
Change vs previous 13F -7,500 shares
0.02% of the 13F portfolio, value $198,739.
13F-HR 0001776588-26-000003 filed by MONOGRAPH WEALTH ADVISORS, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 20,481 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $196,413.
13F-HR 0001776588-26-000002 filed by MONOGRAPH WEALTH ADVISORS, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 20,481 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $186,992.
13F-HR 0001776588-26-000001 filed by MONOGRAPH WEALTH ADVISORS, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 20,481 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $141,319.
13F-HR 0001776588-25-000009 filed by MONOGRAPH WEALTH ADVISORS, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 20,481 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $118,995.
13F-HR 0001776588-25-000006 filed by MONOGRAPH WEALTH ADVISORS, LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).