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Monte Financial Group, LLC: SBUX position timeline

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

Monte Financial Group, LLC held 52,820 SBUX 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 52,820 shares
    Change vs previous 13F +1,555 shares

    1.78% of the 13F portfolio, value $5,559,348.

    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 51,265 shares
    Change vs previous 13F -190 shares

    1.63% of the 13F portfolio, value $4,592,851.

    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 51,455 shares
    Change vs previous 13F -487 shares

    1.61% of the 13F portfolio, value $4,333,030.

    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 51,942 shares
    Change vs previous 13F +583 shares

    1.62% of the 13F portfolio, value $4,394,282.

    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 51,359 shares
    Change vs previous 13F +1,223 shares

    1.83% of the 13F portfolio, value $4,706,042.

    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 50,136 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,086,084.

    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).