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Disclosery

Montis Financial, LLC: CSCO position timeline

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

Montis Financial, LLC held 5,183 CSCO 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 5,183 shares
    Change vs previous 13F +287 shares

    0.12% of the 13F portfolio, value $608,787.

    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 4,896 shares
    Change vs previous 13F +188 shares

    0.08% of the 13F portfolio, value $379,879.

    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 4,708 shares
    Change vs previous 13F +1,308 shares

    0.07% of the 13F portfolio, value $362,682.

    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 3,400 shares
    Change vs previous 13F -459 shares

    0.05% of the 13F portfolio, value $232,624.

    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 3,859 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $267,713.

    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 3,855 shares
    Change vs previous 13F -3,997 shares

    0.07% of the 13F portfolio, value $237,912.

    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 7,852 shares
    Change vs previous 13F +1,097 shares

    0.14% of the 13F portfolio, value $464,860.

    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 6,755 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $359,501.

    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).