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Disclosery

Montis Financial, LLC: EFA position timeline

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

Montis Financial, LLC held 28,831 EFA 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 28,831 shares
    Change vs previous 13F -2,931 shares

    0.61% of the 13F portfolio, value $2,994,916.

    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 31,762 shares
    Change vs previous 13F -1,757 shares

    0.64% of the 13F portfolio, value $3,085,024.

    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 33,519 shares
    Change vs previous 13F -132 shares

    0.64% of the 13F portfolio, value $3,218,810.

    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 33,651 shares
    Change vs previous 13F +4,450 shares

    0.72% of the 13F portfolio, value $3,141,967.

    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 29,201 shares
    Change vs previous 13F -561 shares

    0.73% of the 13F portfolio, value $2,610,289.

    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 29,762 shares
    Change vs previous 13F -1,857 shares

    0.72% of the 13F portfolio, value $2,432,459.

    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 31,619 shares
    Change vs previous 13F +14,729 shares

    0.74% of the 13F portfolio, value $2,390,675.

    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 16,890 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,412,552.

    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).