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Disclosery

Montis Financial, LLC: IBHF position timeline

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

Montis Financial, LLC held 22,133 IBHF 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 22,133 shares
    Change vs previous 13F -2,572 shares

    0.1% of the 13F portfolio, value $501,302.

    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 24,705 shares
    Change vs previous 13F -7,148 shares

    0.12% of the 13F portfolio, value $566,970.

    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 31,853 shares
    Change vs previous 13F -664 shares

    0.15% of the 13F portfolio, value $735,177.

    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 32,517 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $760,563.

    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).