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Disclosery

Monte Financial Group, LLC: WSO position timeline

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

Monte Financial Group, LLC held 12,461 WSO 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 12,461 shares
    Change vs previous 13F +749 shares

    1.23% of the 13F portfolio, value $3,854,037.

    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 11,712 shares
    Change vs previous 13F +1,582 shares

    1.51% of the 13F portfolio, value $4,260,654.

    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 10,130 shares
    Change vs previous 13F -129 shares

    1.27% of the 13F portfolio, value $3,413,355.

    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 10,259 shares
    Change vs previous 13F +176 shares

    1.53% of the 13F portfolio, value $4,147,514.

    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 10,083 shares
    Change vs previous 13F +44 shares

    1.73% of the 13F portfolio, value $4,453,005.

    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 10,039 shares
    Change vs previous 13F +77 shares

    2.23% of the 13F portfolio, value $5,086,205.

    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 9,962 shares
    Change vs previous 13F -1,208 shares

    2.02% of the 13F portfolio, value $4,720,978.

    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 11,170 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $5,494,103.

    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).