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Disclosery

Montis Financial, LLC: DFAE position timeline

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

Montis Financial, LLC held 28,009 DFAE 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 28,009 shares
    Change vs previous 13F -5,703 shares

    0.23% of the 13F portfolio, value $1,126,233.

    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 33,712 shares
    Change vs previous 13F +49 shares

    0.24% of the 13F portfolio, value $1,141,477.

    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 33,663 shares
    Change vs previous 13F +5,622 shares

    0.22% of the 13F portfolio, value $1,096,416.

    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 28,041 shares
    Change vs previous 13F +1,846 shares

    0.2% of the 13F portfolio, value $884,143.

    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 26,195 shares
    Change vs previous 13F +562 shares

    0.21% of the 13F portfolio, value $758,341.

    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 25,633 shares
    Change vs previous 13F +374 shares

    0.2% of the 13F portfolio, value $663,641.

    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 25,259 shares
    Change vs previous 13F +1,192 shares

    0.2% of the 13F portfolio, value $640,810.

    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 24,067 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $659,667.

    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).