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Disclosery

Montis Financial, LLC: ESGD position timeline

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

Montis Financial, LLC held 32,084 ESGD 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 32,084 shares
    Change vs previous 13F -169 shares

    0.67% of the 13F portfolio, value $3,298,580.

    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 32,253 shares
    Change vs previous 13F +824 shares

    0.64% of the 13F portfolio, value $3,084,015.

    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 31,429 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,988,567.

    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 31,429 shares
    Change vs previous 13F +4,817 shares

    0.67% of the 13F portfolio, value $2,922,252.

    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 26,612 shares
    Change vs previous 13F +3,339 shares

    0.66% of the 13F portfolio, value $2,374,307.

    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 23,273 shares
    Change vs previous 13F +8,461 shares

    0.56% of the 13F portfolio, value $1,901,157.

    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 14,812 shares
    Change vs previous 13F +4,884 shares

    0.35% of the 13F portfolio, value $1,127,786.

    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 9,928 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $835,640.

    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).