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Monument Group Wealth Advisors, LLC: DFUV position timeline

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

Monument Group Wealth Advisors, LLC held 9,574 DFUV 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 9,574 shares
    Change vs previous 13F +451 shares

    0.27% of the 13F portfolio, value $557,206.

    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 9,123 shares
    Change vs previous 13F -382 shares

    0.25% of the 13F portfolio, value $442,133.

    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 9,505 shares
    Change vs previous 13F -142 shares

    0.24% of the 13F portfolio, value $442,849.

    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 9,647 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $431,127.

    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 9,646 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $407,855.

    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 9,645 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $397,510.

    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 9,645 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $394,693.

    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 9,644 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $402,098.

    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).