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Monument Group Wealth Advisors, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Group Wealth Advisors, LLC on DFAC, newest first. How the timeline and the estimate are built.

Monument Group Wealth Advisors, LLC held 2,159,082 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,159,082 shares
    Change vs previous 13F +132,761 shares

    45.97% of the 13F portfolio, value $95,776,906.

    13F-HR 0001965665-26-000003 filed by Monument Group 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 2,026,321 shares
    Change vs previous 13F +58,271 shares

    43.7% of the 13F portfolio, value $78,742,871.

    13F-HR 0001965665-26-000002 filed by Monument Group 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 1,968,050 shares
    Change vs previous 13F +25,540 shares

    42.47% of the 13F portfolio, value $77,915,107.

    13F-HR 0001965665-26-000001 filed by Monument Group 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 1,942,510 shares
    Change vs previous 13F -33,060 shares

    44.11% of the 13F portfolio, value $74,922,647.

    13F-HR 0001965665-25-000005 filed by Monument Group 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 1,975,570 shares
    Change vs previous 13F +12,948 shares

    44.58% of the 13F portfolio, value $70,804,463.

    13F-HR 0001965665-25-000004 filed by Monument Group 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 1,962,622 shares
    Change vs previous 13F +96,462 shares

    44.88% of the 13F portfolio, value $64,746,905.

    13F-HR 0001965665-25-000002 filed by Monument Group 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 1,866,160 shares
    Change vs previous 13F -395,446 shares

    45.7% of the 13F portfolio, value $64,550,542.

    13F-HR 0001965665-25-000001 filed by Monument Group 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 2,261,606 shares
    Change vs previous 13F not available

    46.61% of the 13F portfolio, value $77,550,499.

    13F-HR 0001965665-24-000007 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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