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Disclosery

Montis Financial, LLC: FVAL position timeline

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

Montis Financial, LLC held 12,473 FVAL 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 12,473 shares
    Change vs previous 13F -127 shares

    0.2% of the 13F portfolio, value $972,099.

    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 12,600 shares
    Change vs previous 13F -406 shares

    0.18% of the 13F portfolio, value $874,461.

    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 13,006 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $939,966.

    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 13,006 shares
    Change vs previous 13F -554 shares

    0.21% of the 13F portfolio, value $895,744.

    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 13,560 shares
    Change vs previous 13F -527 shares

    0.24% of the 13F portfolio, value $866,082.

    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 14,087 shares
    Change vs previous 13F -2,725 shares

    0.25% of the 13F portfolio, value $839,453.

    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 16,812 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,034,339.

    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).