Skip to content

Monte Financial Group, LLC: TSM position timeline

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

Monte Financial Group, LLC held 3,598 TSM 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 3,598 shares
    Change vs previous 13F -1,150 shares

    0.47% of the 13F portfolio, value $1,454,492.

    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 4,748 shares
    Change vs previous 13F +77 shares

    0.57% of the 13F portfolio, value $1,604,587.

    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 4,671 shares
    Change vs previous 13F -31 shares

    0.53% of the 13F portfolio, value $1,419,470.

    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 4,702 shares
    Change vs previous 13F +480 shares

    0.48% of the 13F portfolio, value $1,313,222.

    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 4,222 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $956,241.

    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).