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Disclosery

Montis Financial, LLC: DLS position timeline

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

Montis Financial, LLC held 4,360 DLS 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 4,360 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $365,339.

    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 4,299 shares
    Change vs previous 13F -1,432 shares

    0.07% of the 13F portfolio, value $350,343.

    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 5,731 shares
    Change vs previous 13F +2,569 shares

    0.09% of the 13F portfolio, value $464,258.

    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 3,162 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $251,380.

    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 3,062 shares
    Change vs previous 13F -53 shares

    0.06% of the 13F portfolio, value $229,955.

    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 3,115 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $205,610.

    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).