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Disclosery

Montis Financial, LLC: IJR position timeline

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

Montis Financial, LLC held 23,940 IJR 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 23,940 shares
    Change vs previous 13F -147 shares

    0.73% of the 13F portfolio, value $3,550,514.

    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 24,087 shares
    Change vs previous 13F +493 shares

    0.62% of the 13F portfolio, value $2,994,266.

    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 23,594 shares
    Change vs previous 13F +326 shares

    0.56% of the 13F portfolio, value $2,835,467.

    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 23,268 shares
    Change vs previous 13F -1,373 shares

    0.64% of the 13F portfolio, value $2,764,931.

    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 24,641 shares
    Change vs previous 13F +228 shares

    0.75% of the 13F portfolio, value $2,692,970.

    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 24,413 shares
    Change vs previous 13F -6,551 shares

    0.75% of the 13F portfolio, value $2,552,875.

    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 30,964 shares
    Change vs previous 13F -14,404 shares

    1.1% of the 13F portfolio, value $3,567,692.

    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 45,368 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $5,306,201.

    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).