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Disclosery

Monument Capital Management: WEC position timeline

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

Monument Capital Management held 3,883 WEC 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 3,883 shares
    Change vs previous 13F -1,689 shares

    0.08% of the 13F portfolio, value $391,329.

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

  2. period ended2026-06-30
    13F 5,572 shares
    Change vs previous 13F +2,154 shares

    0.13% of the 13F portfolio, value $650,642.

    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 3,418 shares
    Change vs previous 13F -1,107 shares

    0.1% of the 13F portfolio, value $395,702.

    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 4,525 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $477,207.

    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 4,525 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $518,520.

    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 4,525 shares
    Change vs previous 13F +1,188 shares

    0.12% of the 13F portfolio, value $471,505.

    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 3,337 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $363,666.

    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 3,337 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $313,811.

    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).