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Monument Group Wealth Advisors, LLC: VWO position timeline

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

Monument Group Wealth Advisors, LLC held 38,807 VWO 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 38,807 shares
    Change vs previous 13F -2,403 shares

    1.11% of the 13F portfolio, value $2,316,441.

    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 41,210 shares
    Change vs previous 13F +288 shares

    1.24% of the 13F portfolio, value $2,227,430.

    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 40,922 shares
    Change vs previous 13F -3,678 shares

    1.2% of the 13F portfolio, value $2,200,014.

    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 44,600 shares
    Change vs previous 13F +2,820 shares

    1.42% of the 13F portfolio, value $2,416,456.

    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 41,780 shares
    Change vs previous 13F -2,408 shares

    1.3% of the 13F portfolio, value $2,066,479.

    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 44,188 shares
    Change vs previous 13F +266 shares

    1.39% of the 13F portfolio, value $1,999,978.

    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 43,922 shares
    Change vs previous 13F -4,882 shares

    1.37% of the 13F portfolio, value $1,934,365.

    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 48,804 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,335,299.

    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).