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Monte Financial Group, LLC: MDT position timeline

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

Monte Financial Group, LLC held 94,960 MDT 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 94,960 shares
    Change vs previous 13F +36,975 shares

    2.6% of the 13F portfolio, value $8,108,628.

    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 57,985 shares
    Change vs previous 13F +15,677 shares

    1.78% of the 13F portfolio, value $5,024,435.

    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 42,308 shares
    Change vs previous 13F -360 shares

    1.51% of the 13F portfolio, value $4,064,132.

    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 42,668 shares
    Change vs previous 13F +10,546 shares

    1.49% of the 13F portfolio, value $4,063,712.

    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 32,122 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,800,075.

    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).