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Monte Financial Group, LLC: TXN position timeline

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

Monte Financial Group, LLC held 21,818 TXN 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 21,818 shares
    Change vs previous 13F +432 shares

    1.93% of the 13F portfolio, value $6,016,226.

    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 21,386 shares
    Change vs previous 13F +447 shares

    1.47% of the 13F portfolio, value $4,151,972.

    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 20,939 shares
    Change vs previous 13F -245 shares

    1.35% of the 13F portfolio, value $3,632,725.

    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 21,184 shares
    Change vs previous 13F +435 shares

    1.43% of the 13F portfolio, value $3,892,060.

    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 20,749 shares
    Change vs previous 13F +159 shares

    1.67% of the 13F portfolio, value $4,307,837.

    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 20,590 shares
    Change vs previous 13F -12,577 shares

    1.34% of the 13F portfolio, value $3,056,415.

    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 33,167 shares
    Change vs previous 13F +575 shares

    2.66% of the 13F portfolio, value $6,219,193.

    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 32,592 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,732,453.

    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).