Skip to main content
Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

KFY holding history

Korn Ferry in every 13F filed by Monograph Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KFY overviewAll 13F holders of KFYFull Q2 2026 holdings

Shares (Q2 2026)
4,138
Value
$275.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of KFY by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,138$275.5K<0.1%00.0%UnchangedHolders
Q1 20264,138$262.8K<0.1%00.0%UnchangedHolders
Q4 20254,138$275.2K<0.1%00.0%UnchangedHolders
Q3 20254,138$291.6K<0.1%00.0%UnchangedHolders
Q2 20254,138$303.4K<0.1%00.0%UnchangedHolders
Q1 20254,138$282.7K<0.1%00.0%UnchangedHolders
Q4 20244,138$280.6K<0.1%00.0%UnchangedHolders
Q3 20244,138$312.9K<0.1%00.0%UnchangedHolders
Q2 20244,138$277.8K<0.1%00.0%UnchangedHolders
Q1 20244,138$273.5K<0.1%00.0%UnchangedHolders
Q4 20234,138$247.0K<0.1%−2,579−38.4%ReducedHolders
Q3 20236,717$319.9K0.1%00.0%UnchangedHolders
Q2 20236,717$332.8K0.1%00.0%UnchangedHolders
Q1 20236,717$348.5K0.1%00.0%UnchangedHolders
Q4 20226,717$341.0K0.1%00.0%UnchangedHolders
Q3 20226,717$316.0K0.1%00.0%UnchangedHolders
Q2 20226,717$390.0K0.1%00.0%UnchangedHolders
Q1 20226,717$437.0K0.1%00.0%UnchangedHolders
Q4 20216,717$509.0K0.1%–No prior filingHolders