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Montis Financial, LLC: GOOG position timeline

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

Montis Financial, LLC held 15,631 GOOG 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 15,631 shares
    Change vs previous 13F +91 shares

    1.13% of the 13F portfolio, value $5,522,948.

    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 15,540 shares
    Change vs previous 13F -597 shares

    0.92% of the 13F portfolio, value $4,457,841.

    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 16,137 shares
    Change vs previous 13F +1,255 shares

    1% of the 13F portfolio, value $5,063,701.

    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 14,882 shares
    Change vs previous 13F +5,551 shares

    0.84% of the 13F portfolio, value $3,624,458.

    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 9,331 shares
    Change vs previous 13F -34 shares

    0.46% of the 13F portfolio, value $1,655,206.

    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 9,365 shares
    Change vs previous 13F -267 shares

    0.43% of the 13F portfolio, value $1,463,133.

    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 9,632 shares
    Change vs previous 13F +1,875 shares

    0.57% of the 13F portfolio, value $1,834,282.

    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 7,757 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,296,896.

    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).