Monte Financial Group, LLC: DELL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monte Financial Group, LLC on DELL, newest first. How the timeline and the estimate are built.
Monte Financial Group, LLC held 11,343 DELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 11,343 sharesChange vs previous 13F -27,380 shares
1.47% of the 13F portfolio, value $4,598,288.
13F-HR 0001951757-26-001172 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,723 sharesChange vs previous 13F +238 shares
2.26% of the 13F portfolio, value $6,355,607.
13F-HR 0001951757-26-000859 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,485 sharesChange vs previous 13F -10,328 shares
1.81% of the 13F portfolio, value $4,844,470.
13F-HR 0001951757-26-000274 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,813 sharesChange vs previous 13F -7,289 shares
2.54% of the 13F portfolio, value $6,920,215.
13F-HR 0001951757-25-001228 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 56,102 sharesChange vs previous 13F -8,969 shares
2.67% of the 13F portfolio, value $6,878,106.
13F-HR 0001951757-25-000942 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 65,071 sharesChange vs previous 13F +15,220 shares
2.42% of the 13F portfolio, value $5,517,995.
13F-HR 0001951757-25-000401 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,851 sharesChange vs previous 13F +9 shares
2.46% of the 13F portfolio, value $5,744,822.
13F-HR 0000950123-25-000412 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 49,842 sharesChange vs previous 13F not available
2.45% of the 13F portfolio, value $5,908,316.
13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).