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Disclosery

Montis Financial, LLC: IJK position timeline

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

Montis Financial, LLC held 7,024 IJK 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 7,024 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $825,376.

    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 7,024 shares
    Change vs previous 13F +1,778 shares

    0.15% of the 13F portfolio, value $706,761.

    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 5,246 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $508,207.

    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 5,227 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $501,186.

    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).