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Disclosery

Montis Financial, LLC: HSCZ position timeline

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

Montis Financial, LLC held 9,234 HSCZ 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 9,234 shares
    Change vs previous 13F -16 shares

    0.08% of the 13F portfolio, value $396,869.

    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 9,250 shares
    Change vs previous 13F -898 shares

    0.08% of the 13F portfolio, value $366,986.

    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 10,148 shares
    Change vs previous 13F -1,122 shares

    0.08% of the 13F portfolio, value $394,900.

    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 11,270 shares
    Change vs previous 13F -1,584 shares

    0.1% of the 13F portfolio, value $423,991.

    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 12,854 shares
    Change vs previous 13F -8,083 shares

    0.13% of the 13F portfolio, value $456,974.

    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 20,937 shares
    Change vs previous 13F -4,134 shares

    0.2% of the 13F portfolio, value $674,177.

    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 25,071 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $802,522.

    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).