Skip to content
Disclosery

Monte Financial Group, LLC: IBM position timeline

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

Monte Financial Group, LLC held 3,966 IBM 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 3,966 shares
    Change vs previous 13F -141 shares

    0.28% of the 13F portfolio, value $886,996.

    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 4,107 shares
    Change vs previous 13F -160 shares

    0.35% of the 13F portfolio, value $995,496.

    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 4,267 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,263,928.

    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 4,267 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,203,977.

    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 4,267 shares
    Change vs previous 13F -450 shares

    0.49% of the 13F portfolio, value $1,257,826.

    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 4,717 shares
    Change vs previous 13F -54 shares

    0.49% of the 13F portfolio, value $1,126,467.

    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 4,771 shares
    Change vs previous 13F -153 shares

    0.45% of the 13F portfolio, value $1,048,809.

    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 4,924 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,088,653.

    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).