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Disclosery

Monte Financial Group, LLC: FIDU position timeline

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

Monte Financial Group, LLC held 4,630 FIDU 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 4,630 shares
    Change vs previous 13F +843 shares

    0.14% of the 13F portfolio, value $440,869.

    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 3,787 shares
    Change vs previous 13F +311 shares

    0.12% of the 13F portfolio, value $327,651.

    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 3,476 shares
    Change vs previous 13F +105 shares

    0.11% of the 13F portfolio, value $286,700.

    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 3,371 shares
    Change vs previous 13F -71 shares

    0.1% of the 13F portfolio, value $276,220.

    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 3,442 shares
    Change vs previous 13F -60 shares

    0.1% of the 13F portfolio, value $266,858.

    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 3,502 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $230,081.

    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).