Montis Financial, LLC: BRK-B position timeline

Montis Financial, LLC held 14,934 BRK-B 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 14,934 shares

   Change vs previous 13F +625 shares

   1.53% of the 13F portfolio, value $7,472,824.

   13F-HR 0001844314-26-000004 filed by Montis Financial, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,309 shares

   Change vs previous 13F -230 shares

   1.42% of the 13F portfolio, value $6,856,873.

   13F-HR 0001844314-26-000003 filed by Montis Financial, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 14,539 shares

   Change vs previous 13F -1,787 shares

   1.44% of the 13F portfolio, value $7,308,028.

   13F-HR 0001844314-26-000001 filed by Montis Financial, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,326 shares

   Change vs previous 13F -787 shares

   1.89% of the 13F portfolio, value $8,207,733.

   13F-HR 0001844314-25-000008 filed by Montis Financial, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 17,113 shares

   Change vs previous 13F -1,441 shares

   2.31% of the 13F portfolio, value $8,312,982.

   13F-HR 0001844314-25-000004 filed by Montis Financial, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 18,554 shares

   Change vs previous 13F -534 shares

   2.91% of the 13F portfolio, value $9,881,489.

   13F-HR 0001844314-25-000003 filed by Montis Financial, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 19,088 shares

   Change vs previous 13F +1,004 shares

   2.67% of the 13F portfolio, value $8,652,209.

   13F-HR 0001844314-25-000001 filed by Montis Financial, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 18,084 shares

   Change vs previous 13F not available

   2.96% of the 13F portfolio, value $8,323,342.

   13F-HR 0001844314-24-000002 filed by Montis Financial, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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