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Disclosery

Montis Financial, LLC: FLTR position timeline

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

Montis Financial, LLC held 239,348 FLTR 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 239,348 shares
    Change vs previous 13F +13,469 shares

    1.25% of the 13F portfolio, value $6,129,701.

    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 225,879 shares
    Change vs previous 13F +20,260 shares

    1.19% of the 13F portfolio, value $5,755,392.

    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 205,619 shares
    Change vs previous 13F +17,645 shares

    1.04% of the 13F portfolio, value $5,239,180.

    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 187,974 shares
    Change vs previous 13F -8,034 shares

    1.11% of the 13F portfolio, value $4,806,491.

    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 196,008 shares
    Change vs previous 13F +1,793 shares

    1.39% of the 13F portfolio, value $4,998,195.

    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 194,215 shares
    Change vs previous 13F +53,286 shares

    1.46% of the 13F portfolio, value $4,962,198.

    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 140,929 shares
    Change vs previous 13F -2,797 shares

    1.11% of the 13F portfolio, value $3,586,655.

    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 143,726 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,660,695.

    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).