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Disclosery

Montis Financial, LLC: DFAI position timeline

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

Montis Financial, LLC held 20,490 DFAI 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 20,490 shares
    Change vs previous 13F -2,173 shares

    0.17% of the 13F portfolio, value $845,220.

    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 22,663 shares
    Change vs previous 13F -3,346 shares

    0.18% of the 13F portfolio, value $882,968.

    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 26,009 shares
    Change vs previous 13F +747 shares

    0.2% of the 13F portfolio, value $991,201.

    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 25,262 shares
    Change vs previous 13F +11,300 shares

    0.21% of the 13F portfolio, value $918,264.

    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 13,962 shares
    Change vs previous 13F +1,979 shares

    0.13% of the 13F portfolio, value $482,652.

    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 11,983 shares
    Change vs previous 13F +710 shares

    0.11% of the 13F portfolio, value $374,232.

    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 11,273 shares
    Change vs previous 13F +704 shares

    0.1% of the 13F portfolio, value $329,170.

    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 10,569 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $335,872.

    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).