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Disclosery

Monte Financial Group, LLC: AMZN position timeline

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

Monte Financial Group, LLC held 9,790 AMZN 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 9,790 shares
    Change vs previous 13F +150 shares

    0.85% of the 13F portfolio, value $2,658,849.

    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 9,640 shares
    Change vs previous 13F +1,835 shares

    0.71% of the 13F portfolio, value $2,007,723.

    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 7,805 shares
    Change vs previous 13F +73 shares

    0.67% of the 13F portfolio, value $1,801,550.

    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 7,732 shares
    Change vs previous 13F +339 shares

    0.62% of the 13F portfolio, value $1,697,715.

    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 7,393 shares
    Change vs previous 13F +2,711 shares

    0.63% of the 13F portfolio, value $1,621,950.

    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 4,682 shares
    Change vs previous 13F +2,824 shares

    0.35% of the 13F portfolio, value $808,160.

    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 1,858 shares
    Change vs previous 13F +226 shares

    0.17% of the 13F portfolio, value $407,627.

    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 1,632 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $304,091.

    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).