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Disclosery

Monte Financial Group, LLC: TREX position timeline

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

Monte Financial Group, LLC held 42,168 TREX 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 42,168 shares
    Change vs previous 13F +4,377 shares

    0.59% of the 13F portfolio, value $1,828,404.

    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 37,791 shares
    Change vs previous 13F +2,543 shares

    0.49% of the 13F portfolio, value $1,376,348.

    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 35,248 shares
    Change vs previous 13F +9,667 shares

    0.46% of the 13F portfolio, value $1,236,500.

    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 25,581 shares
    Change vs previous 13F +825 shares

    0.49% of the 13F portfolio, value $1,321,770.

    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 24,756 shares
    Change vs previous 13F +1,329 shares

    0.52% of the 13F portfolio, value $1,346,231.

    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 23,427 shares
    Change vs previous 13F +8,028 shares

    0.57% of the 13F portfolio, value $1,302,775.

    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 15,399 shares
    Change vs previous 13F -198 shares

    0.46% of the 13F portfolio, value $1,062,993.

    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 15,597 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,038,448.

    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).