Monument Group Wealth Advisors, LLC: DHS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Group Wealth Advisors, LLC on DHS, newest first. How the timeline and the estimate are built.
Monument Group Wealth Advisors, LLC held 0 DHS shares at 2025-09-30 per its 13F-HR filed 2025-10-24.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,119 shares
13F-HR 0001965665-25-000005 filed by Monument Group Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,119 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $395,341.
13F-HR 0001965665-25-000004 filed by Monument Group Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,119 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $408,440.
13F-HR 0001965665-25-000002 filed by Monument Group Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,119 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $384,549.
13F-HR 0001965665-25-000001 filed by Monument Group Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,119 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $386,362.
13F-HR 0001965665-24-000007 filed by Monument Group Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).