Monte Financial Group, LLC
SEC Filing List

CIK: 0001755651

Form Type:

Year

Form	Description	Owner/Filer	Filing Agent	Date	Actions
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	05/14/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	01/22/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	10/31/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	07/23/2025	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		AdvisorAssist, LLC /fa	07/14/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	04/22/2025	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		DONNELLEY FINANCIAL SOLUTIONS /fa	02/20/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		DONNELLEY FINANCIAL SOLUTIONS /fa	01/21/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		DONNELLEY FINANCIAL SOLUTIONS /fa	10/22/2024	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		DONNELLEY FINANCIAL SOLUTIONS /fa	07/22/2024	View ... Create Alert Filing info Download PDF Copy Link
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