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Disclosery

Montis Financial, LLC: IHI position timeline

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

Montis Financial, LLC held 5,440 IHI 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 5,440 shares
    Change vs previous 13F -742 shares

    0.05% of the 13F portfolio, value $268,810.

    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 6,182 shares
    Change vs previous 13F -3,956 shares

    0.07% of the 13F portfolio, value $329,831.

    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 10,138 shares
    Change vs previous 13F -1,632 shares

    0.12% of the 13F portfolio, value $630,049.

    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 11,770 shares
    Change vs previous 13F -4,593 shares

    0.16% of the 13F portfolio, value $707,147.

    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 16,363 shares
    Change vs previous 13F -4,878 shares

    0.28% of the 13F portfolio, value $1,024,960.

    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 21,241 shares
    Change vs previous 13F -4,841 shares

    0.38% of the 13F portfolio, value $1,278,480.

    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 26,082 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,521,873.

    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).