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Disclosery

Montis Financial, LLC: GRID position timeline

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

Montis Financial, LLC held 12,768 GRID 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 12,768 shares
    Change vs previous 13F -356 shares

    0.5% of the 13F portfolio, value $2,448,276.

    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 13,124 shares
    Change vs previous 13F -402 shares

    0.44% of the 13F portfolio, value $2,146,822.

    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 13,526 shares
    Change vs previous 13F -479 shares

    0.41% of the 13F portfolio, value $2,069,768.

    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 14,005 shares
    Change vs previous 13F -1,151 shares

    0.49% of the 13F portfolio, value $2,115,823.

    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 15,156 shares
    Change vs previous 13F -1,086 shares

    0.59% of the 13F portfolio, value $2,106,946.

    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 16,242 shares
    Change vs previous 13F -1,400 shares

    0.54% of the 13F portfolio, value $1,837,495.

    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 17,642 shares
    Change vs previous 13F -1,894 shares

    0.65% of the 13F portfolio, value $2,105,397.

    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 19,536 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,485,950.

    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).