Skip to content
Disclosery

Montis Financial, LLC: FXO position timeline

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

Montis Financial, LLC held 18,262 FXO 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 18,262 shares
    Change vs previous 13F +75 shares

    0.23% of the 13F portfolio, value $1,140,657.

    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 18,187 shares
    Change vs previous 13F -432 shares

    0.21% of the 13F portfolio, value $1,021,903.

    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 18,619 shares
    Change vs previous 13F +29 shares

    0.22% of the 13F portfolio, value $1,123,653.

    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 18,590 shares
    Change vs previous 13F -3,598 shares

    0.25% of the 13F portfolio, value $1,104,051.

    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 22,188 shares
    Change vs previous 13F -3,731 shares

    0.35% of the 13F portfolio, value $1,243,879.

    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 25,919 shares
    Change vs previous 13F +1,982 shares

    0.4% of the 13F portfolio, value $1,373,699.

    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 23,937 shares
    Change vs previous 13F +1,717 shares

    0.4% of the 13F portfolio, value $1,295,721.

    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 22,220 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,136,133.

    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).