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Disclosery

Monte Financial Group, LLC: UPS position timeline

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

Monte Financial Group, LLC held 65,043 UPS 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 65,043 shares
    Change vs previous 13F +1,712 shares

    2.17% of the 13F portfolio, value $6,778,782.

    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 63,331 shares
    Change vs previous 13F +593 shares

    2.21% of the 13F portfolio, value $6,230,516.

    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 62,738 shares
    Change vs previous 13F -4,360 shares

    2.32% of the 13F portfolio, value $6,223,007.

    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 67,098 shares
    Change vs previous 13F +13,303 shares

    2.06% of the 13F portfolio, value $5,604,682.

    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 53,795 shares
    Change vs previous 13F +1,231 shares

    2.11% of the 13F portfolio, value $5,430,104.

    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 52,564 shares
    Change vs previous 13F +23,762 shares

    2.22% of the 13F portfolio, value $5,068,747.

    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 28,802 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,631,932.

    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).