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Disclosery

Montis Financial, LLC: DFAC position timeline

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

Montis Financial, LLC held 160,431 DFAC 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 160,431 shares
    Change vs previous 13F -1,739 shares

    1.46% of the 13F portfolio, value $7,116,705.

    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 162,170 shares
    Change vs previous 13F -4,148 shares

    1.3% of the 13F portfolio, value $6,301,929.

    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 166,318 shares
    Change vs previous 13F -7,533 shares

    1.3% of the 13F portfolio, value $6,584,518.

    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 173,851 shares
    Change vs previous 13F -10,516 shares

    1.55% of the 13F portfolio, value $6,705,450.

    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 184,367 shares
    Change vs previous 13F -109 shares

    1.84% of the 13F portfolio, value $6,607,696.

    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 184,476 shares
    Change vs previous 13F -12,423 shares

    1.79% of the 13F portfolio, value $6,085,873.

    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 196,899 shares
    Change vs previous 13F +127,055 shares

    2.1% of the 13F portfolio, value $6,810,750.

    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 69,844 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,394,941.

    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).