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Disclosery

Monte Financial Group, LLC: FHLC position timeline

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

Monte Financial Group, LLC held 6,915 FHLC 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 6,915 shares
    Change vs previous 13F +1,637 shares

    0.17% of the 13F portfolio, value $544,556.

    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 5,278 shares
    Change vs previous 13F +544 shares

    0.13% of the 13F portfolio, value $371,360.

    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 4,734 shares
    Change vs previous 13F +253 shares

    0.13% of the 13F portfolio, value $351,642.

    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 4,481 shares
    Change vs previous 13F -30 shares

    0.11% of the 13F portfolio, value $299,644.

    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 4,511 shares
    Change vs previous 13F +546 shares

    0.11% of the 13F portfolio, value $288,478.

    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 3,965 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,579.

    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).