Skip to content
Disclosery

Monte Financial Group, LLC: BRO position timeline

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

Monte Financial Group, LLC held 15,165 BRO 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 15,165 shares
    Change vs previous 13F +4 shares

    0.34% of the 13F portfolio, value $1,067,616.

    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 15,161 shares
    Change vs previous 13F +3,453 shares

    0.35% of the 13F portfolio, value $988,649.

    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 11,708 shares
    Change vs previous 13F +907 shares

    0.35% of the 13F portfolio, value $933,128.

    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 10,801 shares
    Change vs previous 13F +233 shares

    0.37% of the 13F portfolio, value $1,013,026.

    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 10,568 shares
    Change vs previous 13F +140 shares

    0.46% of the 13F portfolio, value $1,171,674.

    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 10,428 shares
    Change vs previous 13F +170 shares

    0.54% of the 13F portfolio, value $1,222,370.

    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 10,258 shares
    Change vs previous 13F +2,142 shares

    0.45% of the 13F portfolio, value $1,046,521.

    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 8,116 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $840,818.

    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).