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Disclosery

Monte Financial Group, LLC: HIG position timeline

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

Monte Financial Group, LLC held 46,146 HIG 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 46,146 shares
    Change vs previous 13F +1,251 shares

    2.1% of the 13F portfolio, value $6,548,517.

    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 44,895 shares
    Change vs previous 13F +524 shares

    2.16% of the 13F portfolio, value $6,071,170.

    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 44,371 shares
    Change vs previous 13F -1,130 shares

    2.28% of the 13F portfolio, value $6,114,355.

    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 45,501 shares
    Change vs previous 13F +59 shares

    2.23% of the 13F portfolio, value $6,069,336.

    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 45,442 shares
    Change vs previous 13F -515 shares

    2.24% of the 13F portfolio, value $5,765,231.

    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 45,957 shares
    Change vs previous 13F -965 shares

    2.37% of the 13F portfolio, value $5,413,739.

    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 46,922 shares
    Change vs previous 13F +1,614 shares

    2.2% of the 13F portfolio, value $5,133,218.

    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 45,308 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $5,328,697.

    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).