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Disclosery

Monte Financial Group, LLC: BKR position timeline

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

Monte Financial Group, LLC held 117,178 BKR 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 117,178 shares
    Change vs previous 13F +4,122 shares

    2.27% of the 13F portfolio, value $7,088,068.

    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 113,056 shares
    Change vs previous 13F -29,217 shares

    2.45% of the 13F portfolio, value $6,902,091.

    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 142,273 shares
    Change vs previous 13F +7,178 shares

    2.41% of the 13F portfolio, value $6,479,122.

    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 135,095 shares
    Change vs previous 13F +17,414 shares

    2.42% of the 13F portfolio, value $6,581,828.

    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 117,681 shares
    Change vs previous 13F +50,713 shares

    1.75% of the 13F portfolio, value $4,511,900.

    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 66,968 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,605,725.

    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).