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Monument Group Wealth Advisors, LLCETFConcentrated trader

CIK: 0001965665 | CONCORD, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR48$212.8M2026-10-21SEC ↗
Q2 2026
13F-HR44$208.3M2026-07-27SEC ↗
Q1 2026
13F-HR43$180.2M2026-04-22SEC ↗
Q4 2025
13F-HR51$183.5M2026-01-15SEC ↗
Q3 2025
13F-HR47$169.8M2025-10-24SEC ↗
Q2 2025
13F-HR52$158.8M2025-07-29SEC ↗
Q1 2025
13F-HR51$144.3M2025-04-24SEC ↗
Q4 2024
13F-HR49$141.3M2025-01-15SEC ↗
Q3 2024
13F-HR50$166.4M2024-10-18SEC ↗
Q2 2024
13F-HR48$148.7M2024-08-06SEC ↗
Q1 2024
13F-HR47$134.9M2024-05-08SEC ↗
Q4 2023
13F-HR43$117.3M2024-02-01SEC ↗