Current Market Value 269,518,120
Current Holdings 42
Most Recent File Date 2024-10-21
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Monumental Financial Group Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-10-21 2024-09-30 13F-HR 42 269,518
2024-08-05 2024-06-30 13F-HR 41 229,324
2024-04-16 2024-03-31 13F-HR 40 188,024
2024-02-05 2023-12-31 13F-HR 41 167,689
2023-10-13 2023-09-30 13F-HR 42 150,225
2023-07-11 2023-06-30 13F-HR 44 148,608
2023-05-03 2023-03-31 13F-HR 79 140
2023-01-30 2022-12-31 13F-HR 49 124
2022-10-13 2022-09-30 13F-HR 32 105,605
2022-07-28 2022-06-30 13F-HR 37 108,831
2022-05-11 2022-03-31 13F-HR 58 120,917
2022-02-07 2021-12-31 13F-HR 22 139,587
2021-10-18 2021-09-30 13F-HR 22 125,202
2021-08-12 2021-06-30 13F-HR 101 116,921
2021-05-14 2021-03-31 13F-HR 49 104,729