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Monument Group Wealth Advisors, LLC: DFAE position timeline

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

Monument Group Wealth Advisors, LLC held 139,822 DFAE 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 139,822 shares
    Change vs previous 13F -113,012 shares

    4.78% of the 13F portfolio, value $9,962,369.

    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 252,834 shares
    Change vs previous 13F +4,297 shares

    4.75% of the 13F portfolio, value $8,560,974.

    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 248,537 shares
    Change vs previous 13F +6,017 shares

    4.41% of the 13F portfolio, value $8,094,859.

    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 242,520 shares
    Change vs previous 13F +7,291 shares

    4.5% of the 13F portfolio, value $7,646,666.

    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 235,229 shares
    Change vs previous 13F +5,644 shares

    4.29% of the 13F portfolio, value $6,809,898.

    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 229,585 shares
    Change vs previous 13F +4,714 shares

    4.12% of the 13F portfolio, value $5,943,977.

    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 224,871 shares
    Change vs previous 13F -44,102 shares

    4.04% of the 13F portfolio, value $5,705,002.

    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 268,973 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $7,372,554.

    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).