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Disclosery

Monte Financial Group, LLC: SYK position timeline

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

Monte Financial Group, LLC held 5,185 SYK 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 5,185 shares
    Change vs previous 13F +587 shares

    0.54% of the 13F portfolio, value $1,688,641.

    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 4,598 shares
    Change vs previous 13F +359 shares

    0.54% of the 13F portfolio, value $1,510,833.

    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 4,239 shares
    Change vs previous 13F +321 shares

    0.56% of the 13F portfolio, value $1,489,747.

    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 3,918 shares
    Change vs previous 13F +383 shares

    0.53% of the 13F portfolio, value $1,448,498.

    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 3,535 shares
    Change vs previous 13F +43 shares

    0.54% of the 13F portfolio, value $1,398,595.

    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 3,492 shares
    Change vs previous 13F +451 shares

    0.53% of the 13F portfolio, value $1,209,924.

    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 3,041 shares
    Change vs previous 13F -40 shares

    0.47% of the 13F portfolio, value $1,094,766.

    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 3,081 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,113,165.

    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).