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Disclosery

Monte Financial Group, LLC: APD position timeline

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

Monte Financial Group, LLC held 17,603 APD 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 17,603 shares
    Change vs previous 13F +546 shares

    1.66% of the 13F portfolio, value $5,190,960.

    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 17,057 shares
    Change vs previous 13F -460 shares

    1.76% of the 13F portfolio, value $4,954,762.

    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 17,517 shares
    Change vs previous 13F +1,623 shares

    1.61% of the 13F portfolio, value $4,326,944.

    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 15,894 shares
    Change vs previous 13F -2,503 shares

    1.59% of the 13F portfolio, value $4,334,699.

    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 18,397 shares
    Change vs previous 13F +24 shares

    2.02% of the 13F portfolio, value $5,189,061.

    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 18,373 shares
    Change vs previous 13F -60 shares

    2.11% of the 13F portfolio, value $4,830,166.

    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 18,433 shares
    Change vs previous 13F -157 shares

    2.29% of the 13F portfolio, value $5,346,431.

    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 18,590 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $5,535,043.

    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).