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Monument Group Wealth Advisors, LLC: VEA position timeline

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

Monument Group Wealth Advisors, LLC held 260,571 VEA 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 260,571 shares
    Change vs previous 13F +112,887 shares

    5.03% of the 13F portfolio, value $10,477,571.

    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 147,684 shares
    Change vs previous 13F -6,996 shares

    5.25% of the 13F portfolio, value $9,463,615.

    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 154,680 shares
    Change vs previous 13F -10,940 shares

    5.27% of the 13F portfolio, value $9,662,870.

    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 165,620 shares
    Change vs previous 13F +7,699 shares

    5.84% of the 13F portfolio, value $9,924,001.

    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 157,921 shares
    Change vs previous 13F -20,241 shares

    5.67% of the 13F portfolio, value $9,003,112.

    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 178,162 shares
    Change vs previous 13F +804 shares

    6.28% of the 13F portfolio, value $9,056,007.

    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 177,358 shares
    Change vs previous 13F -14,098 shares

    6% of the 13F portfolio, value $8,481,276.

    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 191,456 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $10,110,824.

    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).