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Disclosery

Montis Financial, LLC: IGV position timeline

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

Montis Financial, LLC held 8,588 IGV 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 8,588 shares
    Change vs previous 13F -765 shares

    0.16% of the 13F portfolio, value $778,061.

    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 9,353 shares
    Change vs previous 13F -3,302 shares

    0.15% of the 13F portfolio, value $748,697.

    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 12,655 shares
    Change vs previous 13F -520 shares

    0.26% of the 13F portfolio, value $1,337,499.

    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 13,175 shares
    Change vs previous 13F -636 shares

    0.35% of the 13F portfolio, value $1,515,248.

    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 13,811 shares
    Change vs previous 13F -3,155 shares

    0.42% of the 13F portfolio, value $1,512,299.

    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 16,966 shares
    Change vs previous 13F -2,597 shares

    0.44% of the 13F portfolio, value $1,509,818.

    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 19,563 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,958,604.

    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).