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Disclosery

Montis Financial, LLC: FTLS position timeline

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

Montis Financial, LLC held 28,504 FTLS 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 28,504 shares
    Change vs previous 13F +110 shares

    0.43% of the 13F portfolio, value $2,103,614.

    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 28,394 shares
    Change vs previous 13F +6,398 shares

    0.41% of the 13F portfolio, value $1,997,804.

    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 21,996 shares
    Change vs previous 13F +1,945 shares

    0.31% of the 13F portfolio, value $1,561,500.

    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 20,051 shares
    Change vs previous 13F -3,191 shares

    0.32% of the 13F portfolio, value $1,402,552.

    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 23,242 shares
    Change vs previous 13F +2,523 shares

    0.43% of the 13F portfolio, value $1,540,458.

    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 20,719 shares
    Change vs previous 13F -346 shares

    0.39% of the 13F portfolio, value $1,327,691.

    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 21,065 shares
    Change vs previous 13F +4,379 shares

    0.43% of the 13F portfolio, value $1,386,318.

    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 16,686 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,059,086.

    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).