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Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

PECO holding history

Phillips Edison & Company, 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.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q2 2026)
6,638
Value
$277.0K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2022
Holdings of PECO by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,638$277.0K<0.1%00.0%UnchangedHolders
Q1 20266,638$249.1K<0.1%00.0%UnchangedHolders
Q4 20256,638$236.8K<0.1%00.0%UnchangedHolders
Q3 20256,638$228.6K<0.1%00.0%UnchangedHolders
Q2 20256,638$233.2K<0.1%00.0%UnchangedHolders
Q1 20256,638$242.9K<0.1%00.0%UnchangedHolders
Q4 20246,638$249.3K<0.1%00.0%UnchangedHolders
Q3 20246,638$251.0K<0.1%00.0%UnchangedHolders
Q2 20246,638$217.8K<0.1%00.0%UnchangedHolders
Q1 20246,638$238.8K<0.1%00.0%UnchangedHolders
Q4 20236,638$242.8K<0.1%00.0%UnchangedHolders
Q3 20236,638$223.3K<0.1%00.0%UnchangedHolders
Q2 20236,638$226.8K<0.1%00.0%UnchangedHolders
Q1 20236,638$217.2K0.1%00.0%UnchangedHolders
Q4 20226,638$212.0K0.1%+6,638NewHolders
Q3 20220$00.0%−6,638−100.0%Sold outHolders
Q2 20226,638$222.0K0.1%00.0%UnchangedHolders
Q1 20226,638$229.0K0.1%+6,638NewHolders