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Disclosery

Monte Financial Group, LLC: HD position timeline

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

Monte Financial Group, LLC held 25,399 HD 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 25,399 shares
    Change vs previous 13F +6,013 shares

    2.7% of the 13F portfolio, value $8,431,446.

    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 19,386 shares
    Change vs previous 13F +76 shares

    2.26% of the 13F portfolio, value $6,375,935.

    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 19,310 shares
    Change vs previous 13F +139 shares

    2.48% of the 13F portfolio, value $6,644,555.

    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 19,171 shares
    Change vs previous 13F +209 shares

    2.86% of the 13F portfolio, value $7,767,814.

    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 18,962 shares
    Change vs previous 13F +77 shares

    2.7% of the 13F portfolio, value $6,952,346.

    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 18,885 shares
    Change vs previous 13F +567 shares

    2.93% of the 13F portfolio, value $6,705,365.

    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 18,318 shares
    Change vs previous 13F -268 shares

    3.05% of the 13F portfolio, value $7,125,537.

    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 18,586 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $7,531,110.

    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).