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Disclosery

Monte Financial Group, LLC: HSY position timeline

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

Monte Financial Group, LLC held 1,202 HSY 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 1,202 shares
    Change vs previous 13F -29,888 shares

    0.07% of the 13F portfolio, value $210,410.

    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 31,090 shares
    Change vs previous 13F -7,309 shares

    2.3% of the 13F portfolio, value $6,463,348.

    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 38,399 shares
    Change vs previous 13F -3,144 shares

    2.6% of the 13F portfolio, value $6,987,778.

    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 41,543 shares
    Change vs previous 13F +178 shares

    2.86% of the 13F portfolio, value $7,770,619.

    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 41,365 shares
    Change vs previous 13F +251 shares

    2.67% of the 13F portfolio, value $6,864,596.

    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 41,114 shares
    Change vs previous 13F +3,151 shares

    3% of the 13F portfolio, value $6,849,224.

    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 37,963 shares
    Change vs previous 13F +5,671 shares

    2.75% of the 13F portfolio, value $6,429,066.

    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 32,292 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $6,193,048.

    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).