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MONOGRAPH WEALTH ADVISORS, LLC: WM position timeline

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

MONOGRAPH WEALTH ADVISORS, LLC held 9,459 WM 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 9,459 shares
    Change vs previous 13F -458 shares

    0.17% of the 13F portfolio, value $2,108,255.

    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 9,917 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,278,862.

    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 9,917 shares
    Change vs previous 13F -924 shares

    0.21% of the 13F portfolio, value $2,178,897.

    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 10,841 shares
    Change vs previous 13F -721 shares

    0.24% of the 13F portfolio, value $2,394,051.

    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 11,562 shares
    Change vs previous 13F +8 shares

    0.33% of the 13F portfolio, value $2,645,651.

    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 11,554 shares
    Change vs previous 13F -1,475 shares

    0.36% of the 13F portfolio, value $2,674,901.

    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 13,029 shares
    Change vs previous 13F -420 shares

    0.35% of the 13F portfolio, value $2,629,152.

    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 13,449 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,792,044.

    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).