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Disclosery

Montis Financial, LLC: FPEI position timeline

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

Montis Financial, LLC held 1,903,858 FPEI 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 1,903,858 shares
    Change vs previous 13F +87,045 shares

    7.51% of the 13F portfolio, value $36,725,418.

    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 1,816,813 shares
    Change vs previous 13F +81,387 shares

    7.14% of the 13F portfolio, value $34,519,452.

    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 1,735,426 shares
    Change vs previous 13F +166,845 shares

    6.65% of the 13F portfolio, value $33,649,916.

    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 1,568,581 shares
    Change vs previous 13F +1,557,608 shares

    7% of the 13F portfolio, value $30,336,365.

    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 10,973 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $208,374.

    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).