Skip to content
Disclosery

Monte Financial Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monte Financial Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Monte Financial Group, LLC held 10,522 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,522 shares
    Change vs previous 13F +19 shares

    1.04% of the 13F portfolio, value $3,250,359.

    13F-HR 0001951757-26-001172 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,503 shares
    Change vs previous 13F -863 shares

    0.95% of the 13F portfolio, value $2,665,531.

    13F-HR 0001951757-26-000859 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,366 shares
    Change vs previous 13F -612 shares

    1.15% of the 13F portfolio, value $3,089,890.

    13F-HR 0001951757-26-000274 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,978 shares
    Change vs previous 13F -395 shares

    1.12% of the 13F portfolio, value $3,049,851.

    13F-HR 0001951757-25-001228 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,373 shares
    Change vs previous 13F +1,835 shares

    0.99% of the 13F portfolio, value $2,538,649.

    13F-HR 0001951757-25-000942 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,538 shares
    Change vs previous 13F -309 shares

    0.91% of the 13F portfolio, value $2,075,816.

    13F-HR 0001951757-25-000401 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,847 shares
    Change vs previous 13F -232 shares

    1.16% of the 13F portfolio, value $2,716,317.

    13F-HR 0000950123-25-000412 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,079 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,581,377.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).