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Disclosery

Montis Financial, LLC: IHDG position timeline

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

Montis Financial, LLC held 6,105 IHDG 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 6,105 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $319,794.

    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 6,116 shares
    Change vs previous 13F -299 shares

    0.06% of the 13F portfolio, value $294,499.

    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 6,415 shares
    Change vs previous 13F -1,683 shares

    0.06% of the 13F portfolio, value $312,164.

    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 8,098 shares
    Change vs previous 13F -1,652 shares

    0.09% of the 13F portfolio, value $373,166.

    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 9,750 shares
    Change vs previous 13F -7,070 shares

    0.12% of the 13F portfolio, value $439,244.

    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 16,820 shares
    Change vs previous 13F -2,924 shares

    0.21% of the 13F portfolio, value $729,984.

    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 19,744 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $858,264.

    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).