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Disclosery

Montis Financial, LLC: GLD position timeline

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

Montis Financial, LLC held 14,023 GLD 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 14,023 shares
    Change vs previous 13F -594 shares

    1.06% of the 13F portfolio, value $5,165,760.

    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 14,617 shares
    Change vs previous 13F -1,244 shares

    1.3% of the 13F portfolio, value $6,289,348.

    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 15,861 shares
    Change vs previous 13F -229 shares

    1.24% of the 13F portfolio, value $6,286,009.

    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 16,090 shares
    Change vs previous 13F +5,632 shares

    1.32% of the 13F portfolio, value $5,719,345.

    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 10,458 shares
    Change vs previous 13F -100 shares

    0.89% of the 13F portfolio, value $3,187,912.

    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 10,558 shares
    Change vs previous 13F -9 shares

    0.89% of the 13F portfolio, value $3,042,182.

    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 10,567 shares
    Change vs previous 13F +290 shares

    0.79% of the 13F portfolio, value $2,558,588.

    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 10,277 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,497,928.

    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).