0000950123-24-003645.txt : 20240429 0000950123-24-003645.hdr.sgml : 20240429 20240429163334 ACCESSION NUMBER: 0000950123-24-003645 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Monte Financial Group, LLC CENTRAL INDEX KEY: 0001755651 ORGANIZATION NAME: IRS NUMBER: 270400941 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18909 FILM NUMBER: 24891582 BUSINESS ADDRESS: STREET 1: 30 LONG HILL ROAD CITY: GUILFORD STATE: CT ZIP: 06437 BUSINESS PHONE: 203-453-6851 MAIL ADDRESS: STREET 1: 30 LONG HILL ROAD CITY: GUILFORD STATE: CT ZIP: 06437 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001755651 XXXXXXXX 03-31-2024 03-31-2024 false Monte Financial Group, LLC

30 Long Hill Road Guilford CT 06437

13F HOLDINGS REPORT 028-18909 N Robert J. 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