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Disclosery

Montis Financial, LLC: BIL position timeline

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

Montis Financial, LLC held 150,140 BIL 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 150,140 shares
    Change vs previous 13F -28,836 shares

    2.81% of the 13F portfolio, value $13,758,832.

    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 178,976 shares
    Change vs previous 13F +9,676 shares

    3.39% of the 13F portfolio, value $16,401,389.

    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 169,300 shares
    Change vs previous 13F +141,825 shares

    3.06% of the 13F portfolio, value $15,470,662.

    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 27,475 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,520,813.

    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).