Skip to content
Disclosery

Monte Financial Group, LLC: PFE position timeline

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

Monte Financial Group, LLC held 173,412 PFE 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 173,412 shares
    Change vs previous 13F -63,815 shares

    1.39% of the 13F portfolio, value $4,337,042.

    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 237,227 shares
    Change vs previous 13F -3,061 shares

    2.37% of the 13F portfolio, value $6,661,339.

    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 240,288 shares
    Change vs previous 13F -18,345 shares

    2.23% of the 13F portfolio, value $5,983,168.

    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 258,633 shares
    Change vs previous 13F +28,133 shares

    2.42% of the 13F portfolio, value $6,589,962.

    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 230,500 shares
    Change vs previous 13F -21,567 shares

    2.17% of the 13F portfolio, value $5,587,323.

    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 252,067 shares
    Change vs previous 13F +43,740 shares

    2.44% of the 13F portfolio, value $5,580,771.

    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 208,327 shares
    Change vs previous 13F +12,883 shares

    2.37% of the 13F portfolio, value $5,526,925.

    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 195,444 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $5,656,147.

    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).