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Disclosery

Monte Financial Group, LLC: IWM position timeline

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

Monte Financial Group, LLC held 1,483 IWM 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 1,483 shares
    Change vs previous 13F +120 shares

    0.14% of the 13F portfolio, value $431,850.

    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 1,363 shares
    Change vs previous 13F +82 shares

    0.12% of the 13F portfolio, value $338,024.

    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 1,281 shares
    Change vs previous 13F +82 shares

    0.12% of the 13F portfolio, value $315,331.

    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 1,199 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $290,110.

    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).