Skip to content
Disclosery

Montis Financial, LLC: AMZN position timeline

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

Montis Financial, LLC held 7,933 AMZN 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 7,933 shares
    Change vs previous 13F +477 shares

    0.39% of the 13F portfolio, value $1,890,654.

    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 7,456 shares
    Change vs previous 13F +47 shares

    0.32% of the 13F portfolio, value $1,552,776.

    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 7,409 shares
    Change vs previous 13F +711 shares

    0.34% of the 13F portfolio, value $1,710,051.

    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 6,698 shares
    Change vs previous 13F -559 shares

    0.34% of the 13F portfolio, value $1,470,591.

    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 7,257 shares
    Change vs previous 13F -237 shares

    0.44% of the 13F portfolio, value $1,592,024.

    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 7,494 shares
    Change vs previous 13F -1,462 shares

    0.42% of the 13F portfolio, value $1,425,793.

    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 8,956 shares
    Change vs previous 13F +1,305 shares

    0.61% of the 13F portfolio, value $1,964,958.

    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 7,651 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,425,611.

    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).