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Disclosery

Montis Financial, LLC: IEFA position timeline

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

Montis Financial, LLC held 286,757 IEFA 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 286,757 shares
    Change vs previous 13F -5,156 shares

    5.66% of the 13F portfolio, value $27,694,992.

    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 291,913 shares
    Change vs previous 13F -47,392 shares

    5.47% of the 13F portfolio, value $26,426,921.

    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 339,305 shares
    Change vs previous 13F -6,968 shares

    6% of the 13F portfolio, value $30,354,235.

    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 346,273 shares
    Change vs previous 13F -6,651 shares

    6.97% of the 13F portfolio, value $30,233,069.

    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 352,924 shares
    Change vs previous 13F -2,626 shares

    8.19% of the 13F portfolio, value $29,462,134.

    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 355,550 shares
    Change vs previous 13F -5,073 shares

    7.91% of the 13F portfolio, value $26,897,386.

    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 360,623 shares
    Change vs previous 13F -8,418 shares

    7.83% of the 13F portfolio, value $25,344,595.

    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 369,041 shares
    Change vs previous 13F not available

    10.24% of the 13F portfolio, value $28,803,647.

    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).