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Montis Financial, LLC: GOOGL position timeline

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

Montis Financial, LLC held 9,966 GOOGL 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 9,966 shares
    Change vs previous 13F +175 shares

    0.73% of the 13F portfolio, value $3,561,611.

    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 9,791 shares
    Change vs previous 13F -325 shares

    0.58% of the 13F portfolio, value $2,815,549.

    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 10,116 shares
    Change vs previous 13F -1,516 shares

    0.63% of the 13F portfolio, value $3,166,454.

    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 11,632 shares
    Change vs previous 13F +1,020 shares

    0.65% of the 13F portfolio, value $2,827,846.

    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 10,612 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,870,183.

    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 10,612 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,641,066.

    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 10,612 shares
    Change vs previous 13F +668 shares

    0.62% of the 13F portfolio, value $2,008,884.

    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 9,944 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,649,260.

    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).