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Disclosery

Montis Financial, LLC: DFAX position timeline

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

Montis Financial, LLC held 34,536 DFAX 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 34,536 shares
    Change vs previous 13F -76 shares

    0.26% of the 13F portfolio, value $1,272,299.

    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 34,612 shares
    Change vs previous 13F +150 shares

    0.24% of the 13F portfolio, value $1,175,776.

    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 34,462 shares
    Change vs previous 13F -442 shares

    0.22% of the 13F portfolio, value $1,127,944.

    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 34,904 shares
    Change vs previous 13F -1,484 shares

    0.25% of the 13F portfolio, value $1,095,275.

    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 36,388 shares
    Change vs previous 13F -754 shares

    0.3% of the 13F portfolio, value $1,068,704.

    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 37,142 shares
    Change vs previous 13F -393 shares

    0.29% of the 13F portfolio, value $973,110.

    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 37,535 shares
    Change vs previous 13F +28,188 shares

    0.29% of the 13F portfolio, value $933,110.

    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 9,347 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $252,462.

    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).