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Disclosery

Monte Financial Group, LLC: CB position timeline

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

Monte Financial Group, LLC held 4,842 CB 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 4,842 shares
    Change vs previous 13F +124 shares

    0.54% of the 13F portfolio, value $1,698,066.

    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 4,718 shares
    Change vs previous 13F -996 shares

    0.55% of the 13F portfolio, value $1,537,819.

    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 5,714 shares
    Change vs previous 13F +221 shares

    0.66% of the 13F portfolio, value $1,783,390.

    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 5,493 shares
    Change vs previous 13F +111 shares

    0.57% of the 13F portfolio, value $1,550,484.

    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 5,382 shares
    Change vs previous 13F +178 shares

    0.61% of the 13F portfolio, value $1,559,215.

    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 5,204 shares
    Change vs previous 13F +83 shares

    0.65% of the 13F portfolio, value $1,486,153.

    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 5,121 shares
    Change vs previous 13F -37 shares

    0.61% of the 13F portfolio, value $1,414,885.

    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 5,158 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,487,600.

    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).