Skip to content
Disclosery

Monte Financial Group, LLC: AVY position timeline

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

Monte Financial Group, LLC held 45,436 AVY 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 45,436 shares
    Change vs previous 13F +7,041 shares

    2.47% of the 13F portfolio, value $7,711,895.

    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 38,395 shares
    Change vs previous 13F +1,963 shares

    2.35% of the 13F portfolio, value $6,630,128.

    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 36,432 shares
    Change vs previous 13F +2,712 shares

    2.47% of the 13F portfolio, value $6,626,244.

    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 33,720 shares
    Change vs previous 13F +6,425 shares

    2.01% of the 13F portfolio, value $5,468,299.

    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 27,295 shares
    Change vs previous 13F +5,055 shares

    1.86% of the 13F portfolio, value $4,789,455.

    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 22,240 shares
    Change vs previous 13F +16,560 shares

    1.66% of the 13F portfolio, value $3,799,651.

    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 5,680 shares
    Change vs previous 13F +150 shares

    0.46% of the 13F portfolio, value $1,062,850.

    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 5,530 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,220,771.

    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).