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Disclosery

Monte Financial Group, LLC: ADP position timeline

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

Monte Financial Group, LLC held 34,271 ADP 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 34,271 shares
    Change vs previous 13F +1,028 shares

    2.92% of the 13F portfolio, value $9,131,920.

    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 33,243 shares
    Change vs previous 13F +14,435 shares

    2.4% of the 13F portfolio, value $6,754,285.

    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 18,808 shares
    Change vs previous 13F +1,427 shares

    1.8% of the 13F portfolio, value $4,837,985.

    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 17,381 shares
    Change vs previous 13F +533 shares

    1.88% of the 13F portfolio, value $5,101,366.

    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 16,848 shares
    Change vs previous 13F -264 shares

    2.02% of the 13F portfolio, value $5,196,031.

    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 17,112 shares
    Change vs previous 13F +235 shares

    2.2% of the 13F portfolio, value $5,018,710.

    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 16,877 shares
    Change vs previous 13F +243 shares

    2.12% of the 13F portfolio, value $4,940,332.

    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 16,634 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,602,989.

    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).