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Disclosery

Montis Financial, LLC: IJH position timeline

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

Montis Financial, LLC held 122,008 IJH 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 122,008 shares
    Change vs previous 13F -2,120 shares

    1.92% of the 13F portfolio, value $9,408,029.

    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 124,128 shares
    Change vs previous 13F -827 shares

    1.73% of the 13F portfolio, value $8,382,336.

    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 124,955 shares
    Change vs previous 13F +202 shares

    1.63% of the 13F portfolio, value $8,247,025.

    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 124,753 shares
    Change vs previous 13F -7,869 shares

    1.88% of the 13F portfolio, value $8,141,409.

    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 132,622 shares
    Change vs previous 13F +1,200 shares

    2.29% of the 13F portfolio, value $8,225,205.

    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 131,422 shares
    Change vs previous 13F +788 shares

    2.26% of the 13F portfolio, value $7,668,459.

    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 130,634 shares
    Change vs previous 13F +3,034 shares

    2.51% of the 13F portfolio, value $8,139,824.

    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 127,600 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $7,952,014.

    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).