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Disclosery

Monte Financial Group, LLC: MTB position timeline

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

Monte Financial Group, LLC held 24,654 MTB 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 24,654 shares
    Change vs previous 13F +528 shares

    1.94% of the 13F portfolio, value $6,072,084.

    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 24,126 shares
    Change vs previous 13F -4,133 shares

    1.77% of the 13F portfolio, value $4,987,340.

    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 28,259 shares
    Change vs previous 13F +2,595 shares

    2.12% of the 13F portfolio, value $5,693,669.

    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 25,664 shares
    Change vs previous 13F -4,085 shares

    1.87% of the 13F portfolio, value $5,071,657.

    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 29,749 shares
    Change vs previous 13F -100 shares

    2.24% of the 13F portfolio, value $5,771,079.

    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 29,849 shares
    Change vs previous 13F -304 shares

    2.09% of the 13F portfolio, value $4,782,775.

    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 30,153 shares
    Change vs previous 13F -404 shares

    2.43% of the 13F portfolio, value $5,669,146.

    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 30,557 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,442,736.

    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).