Monument Capital Management: LOPE position timeline

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

Monument Capital Management held 0 LOPE shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -19,133 shares
13F-HR 0001729428-26-000001 filed by Monument Capital Management
Filed 2026-01-26 (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).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 19,133 shares
Change vs previous 13F -188 shares
1.05% of the 13F portfolio, value $4,200,076.
13F-HR 0001729428-25-000010 filed by Monument Capital Management
Filed 2025-10-14 (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 19,321 shares
Change vs previous 13F +594 shares
0.95% of the 13F portfolio, value $3,651,669.
13F-HR 0001729428-25-000008 filed by Monument Capital Management
Filed 2025-07-24 (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).
period ended2025-03-31
13F 18,727 shares
Change vs previous 13F -20 shares
1% of the 13F portfolio, value $3,240,146.
13F-HR 0001729428-25-000002 filed by Monument Capital Management
Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 18,747 shares
Change vs previous 13F not available
0.85% of the 13F portfolio, value $3,070,759.
13F-HR 0001729428-25-000001 filed by Monument Capital Management
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).