Skip to content
Disclosery

Monte Financial Group, LLC: SWK position timeline

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

Monte Financial Group, LLC held 73,163 SWK 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 73,163 shares
    Change vs previous 13F +1,860 shares

    2.22% of the 13F portfolio, value $6,919,783.

    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 71,303 shares
    Change vs previous 13F +85 shares

    1.8% of the 13F portfolio, value $5,066,770.

    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 71,218 shares
    Change vs previous 13F -1,686 shares

    1.97% of the 13F portfolio, value $5,290,050.

    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 72,904 shares
    Change vs previous 13F +569 shares

    1.99% of the 13F portfolio, value $5,418,923.

    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 72,335 shares
    Change vs previous 13F -7,044 shares

    1.9% of the 13F portfolio, value $4,900,685.

    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 79,379 shares
    Change vs previous 13F +16,673 shares

    1.99% of the 13F portfolio, value $4,541,274.

    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 62,706 shares
    Change vs previous 13F +2,045 shares

    2.16% of the 13F portfolio, value $5,034,702.

    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 60,661 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $6,680,552.

    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).