Skip to content
Disclosery

Montis Financial, LLC: AAPL position timeline

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

Montis Financial, LLC held 73,269 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,269 shares
    Change vs previous 13F +583 shares

    4.33% of the 13F portfolio, value $21,201,025.

    13F-HR 0001844314-26-000004 filed by Montis Financial, 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 72,686 shares
    Change vs previous 13F -1,728 shares

    3.82% of the 13F portfolio, value $18,446,866.

    13F-HR 0001844314-26-000003 filed by Montis Financial, 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 74,414 shares
    Change vs previous 13F -3,505 shares

    4% of the 13F portfolio, value $20,230,253.

    13F-HR 0001844314-26-000001 filed by Montis Financial, 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 77,919 shares
    Change vs previous 13F +10,640 shares

    4.58% of the 13F portfolio, value $19,840,619.

    13F-HR 0001844314-25-000008 filed by Montis Financial, 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 67,279 shares
    Change vs previous 13F -14,775 shares

    3.84% of the 13F portfolio, value $13,803,677.

    13F-HR 0001844314-25-000004 filed by Montis Financial, 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 82,054 shares
    Change vs previous 13F -16,625 shares

    5.36% of the 13F portfolio, value $18,226,618.

    13F-HR 0001844314-25-000003 filed by Montis Financial, 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 98,679 shares
    Change vs previous 13F +3,492 shares

    7.63% of the 13F portfolio, value $24,711,201.

    13F-HR 0001844314-25-000001 filed by Montis Financial, 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 95,187 shares
    Change vs previous 13F not available

    7.88% of the 13F portfolio, value $22,178,570.

    13F-HR 0001844314-24-000002 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).