Monograph Wealth Advisors, LLC
- SEC CIK
- 0001776588
- Latest filing
- Aug 14, 2026
PBHC holding history
Pathfinder Bancorp, Inc. 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.
PBHC overviewAll 13F holders of PBHCFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 17
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −11,300−100.0% | Sold out | Holders |
| Q4 2025 | 11,300 | $159.4K | <0.1% | −10,993−49.3% | Reduced | Holders |
| Q3 2025 | 22,293 | $344.2K | <0.1% | −714−3.1% | Reduced | Holders |
| Q2 2025 | 23,007 | $352.9K | <0.1% | +27+0.1% | Added | Holders |
| Q1 2025 | 22,980 | $377.8K | 0.1% | −304−1.3% | Reduced | Holders |
| Q4 2024 | 23,284 | $397.2K | 0.1% | −6,435−21.7% | Reduced | Holders |
| Q3 2024 | 29,719 | $474.6K | 0.1% | +24+0.1% | Added | Holders |
| Q2 2024 | 29,695 | $391.4K | 0.1% | +32+0.1% | Added | Holders |
| Q1 2024 | 29,663 | $372.3K | 0.1% | +26+0.1% | Added | Holders |
| Q4 2023 | 29,637 | $409.6K | 0.1% | +26+0.1% | Added | Holders |
| Q3 2023 | 29,611 | $415.7K | 0.1% | +24+0.1% | Added | Holders |
| Q2 2023 | 29,587 | $412.4K | 0.1% | +26+0.1% | Added | Holders |
| Q1 2023 | 29,561 | $510.5K | 0.1% | +18+0.1% | Added | Holders |
| Q4 2022 | 29,543 | $565.0K | 0.1% | +17+0.1% | Added | Holders |
| Q3 2022 | 29,526 | $601.0K | 0.2% | −10,252−25.8% | Reduced | Holders |
| Q2 2022 | 39,778 | $793.0K | 0.2% | −3,446−8.0% | Reduced | Holders |
| Q1 2022 | 43,224 | $921.0K | 0.2% | −19,394−31.0% | Reduced | Holders |
| Q4 2021 | 62,618 | $1.06M | 0.3% | – | No prior filing | Holders |