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Monument Capital Management: FXR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Capital Management on FXR, newest first. How the timeline and the estimate are built.

Monument Capital Management held 64,860 FXR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,860 shares
    Change vs previous 13F +1,034 shares

    1.1% of the 13F portfolio, value $5,283,534.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,826 shares
    Change vs previous 13F -59 shares

    1.17% of the 13F portfolio, value $5,815,788.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 63,885 shares
    Change vs previous 13F -35 shares

    1.31% of the 13F portfolio, value $5,214,935.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 63,920 shares
    Change vs previous 13F +3,166 shares

    1.27% of the 13F portfolio, value $5,105,328.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 60,754 shares
    Change vs previous 13F -4,505 shares

    1.19% of the 13F portfolio, value $4,742,468.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 65,259 shares
    Change vs previous 13F +823 shares

    1.26% of the 13F portfolio, value $4,843,526.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 64,436 shares
    Change vs previous 13F -1,063 shares

    1.38% of the 13F portfolio, value $4,487,316.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 65,499 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,899,983.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).