Skip to content
Disclosery

Montis Financial, LLC: DGRO position timeline

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

Montis Financial, LLC held 9,803 DGRO 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 9,803 shares
    Change vs previous 13F -1,645 shares

    0.15% of the 13F portfolio, value $742,998.

    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 11,448 shares
    Change vs previous 13F -201 shares

    0.17% of the 13F portfolio, value $803,398.

    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 11,649 shares
    Change vs previous 13F +177 shares

    0.16% of the 13F portfolio, value $808,641.

    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 11,472 shares
    Change vs previous 13F -3,324 shares

    0.18% of the 13F portfolio, value $780,996.

    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 14,796 shares
    Change vs previous 13F +603 shares

    0.26% of the 13F portfolio, value $946,060.

    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 14,193 shares
    Change vs previous 13F -4,894 shares

    0.26% of the 13F portfolio, value $876,834.

    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 19,087 shares
    Change vs previous 13F -5,368 shares

    0.36% of the 13F portfolio, value $1,170,813.

    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 24,455 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,533,092.

    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).