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Disclosery

Montis Financial, LLC: BSJQ position timeline

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

Montis Financial, LLC held 38,956 BSJQ 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 38,956 shares
    Change vs previous 13F -21,858 shares

    0.18% of the 13F portfolio, value $894,230.

    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 60,814 shares
    Change vs previous 13F +2,081 shares

    0.29% of the 13F portfolio, value $1,409,360.

    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 58,733 shares
    Change vs previous 13F +6,304 shares

    0.27% of the 13F portfolio, value $1,370,839.

    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 52,429 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,227,097.

    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).