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Disclosery

Montis Financial, LLC: HMOP position timeline

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

Montis Financial, LLC held 31,716 HMOP 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 31,716 shares
    Change vs previous 13F -20,026 shares

    0.25% of the 13F portfolio, value $1,241,512.

    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 51,742 shares
    Change vs previous 13F -3,566 shares

    0.41% of the 13F portfolio, value $2,004,497.

    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 55,308 shares
    Change vs previous 13F -27,561 shares

    0.43% of the 13F portfolio, value $2,163,097.

    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 82,869 shares
    Change vs previous 13F -27,292 shares

    0.74% of the 13F portfolio, value $3,229,424.

    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 110,161 shares
    Change vs previous 13F -40,903 shares

    1.17% of the 13F portfolio, value $4,216,976.

    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 151,064 shares
    Change vs previous 13F -38,683 shares

    1.71% of the 13F portfolio, value $5,808,420.

    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 189,747 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $7,335,614.

    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).