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Disclosery

Monte Financial Group, LLC: WFC position timeline

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

Monte Financial Group, LLC held 88,896 WFC 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 88,896 shares
    Change vs previous 13F +2,170 shares

    2.46% of the 13F portfolio, value $7,685,090.

    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 86,726 shares
    Change vs previous 13F -6,177 shares

    2.45% of the 13F portfolio, value $6,904,277.

    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 92,903 shares
    Change vs previous 13F -15,281 shares

    3.23% of the 13F portfolio, value $8,658,532.

    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 108,184 shares
    Change vs previous 13F +84 shares

    3.33% of the 13F portfolio, value $9,067,980.

    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 108,100 shares
    Change vs previous 13F -685 shares

    3.37% of the 13F portfolio, value $8,660,947.

    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 108,785 shares
    Change vs previous 13F -14,629 shares

    3.08% of the 13F portfolio, value $7,039,479.

    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 123,414 shares
    Change vs previous 13F -3,523 shares

    3.71% of the 13F portfolio, value $8,668,597.

    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 126,937 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $7,170,689.

    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).