Monticello Wealth Management, LLC
- SEC CIK
- 0001791996
- Latest filing
- Aug 4, 2026
PRCH holding history
Porch Group, Inc. in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PRCH overviewAll 13F holders of PRCHFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −14,240−100.0% | Sold out | Holders |
| Q3 2023 | 14,240 | $11.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 14,240 | $19.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 14,240 | $26.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 14,240 | $26.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 14,240 | $32.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 14,240 | $36.0K | <0.1% | +14,240 | New | Holders |