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Disclosery

Monte Financial Group, LLC: CME position timeline

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

Monte Financial Group, LLC held 20,972 CME 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 20,972 shares
    Change vs previous 13F +537 shares

    1.8% of the 13F portfolio, value $5,616,054.

    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 20,435 shares
    Change vs previous 13F -204 shares

    2.14% of the 13F portfolio, value $6,035,601.

    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 20,639 shares
    Change vs previous 13F -411 shares

    2.1% of the 13F portfolio, value $5,636,152.

    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 21,050 shares
    Change vs previous 13F -79 shares

    2.09% of the 13F portfolio, value $5,687,485.

    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 21,129 shares
    Change vs previous 13F -307 shares

    2.26% of the 13F portfolio, value $5,823,696.

    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 21,436 shares
    Change vs previous 13F -161 shares

    2.46% of the 13F portfolio, value $5,627,716.

    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 21,597 shares
    Change vs previous 13F +368 shares

    2.15% of the 13F portfolio, value $5,015,362.

    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 21,229 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $4,684,089.

    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).