Position in LIF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,692,368
+$776,710 QoQ
Shares Held
84,761
-11.6% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#35
of 202 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MONOGRAPH WEALTH ADVISORS, LLC holds $6,661,699 across 4 Software - Application names. LIF ranks #1 (70.4% of the industry book) .
All Filings in LIF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,692,368 | 84,761 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,915,658 | 95,925 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,248,056 | 66,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,182,867 | 76,979 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,287,098 | 96,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,992,060 | 103,987 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,177,927 | 101,234 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,551,217 | 64,834 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||