Monument Group Wealth Advisors, LLC: META position timeline

Monument Group Wealth Advisors, LLC held 0 META shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -311 shares

   13F-HR 0001965665-26-000002 filed by Monument Group Wealth Advisors, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 311 shares

   Change vs previous 13F -50 shares

   0.11% of the 13F portfolio, value $205,287.

   13F-HR 0001965665-26-000001 filed by Monument Group Wealth Advisors, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 361 shares

   Change vs previous 13F -135 shares

   0.16% of the 13F portfolio, value $265,111.

   13F-HR 0001965665-25-000005 filed by Monument Group Wealth Advisors, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 496 shares

   Change vs previous 13F +130 shares

   0.23% of the 13F portfolio, value $366,092.

   13F-HR 0001965665-25-000004 filed by Monument Group Wealth Advisors, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 366 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $210,947.

   13F-HR 0001965665-25-000002 filed by Monument Group Wealth Advisors, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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