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Disclosery

Montis Financial, LLC: IQLT position timeline

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

Montis Financial, LLC held 32,702 IQLT 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 32,702 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,620,366.

    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 32,702 shares
    Change vs previous 13F -1,399 shares

    0.31% of the 13F portfolio, value $1,511,796.

    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 34,101 shares
    Change vs previous 13F -2,257 shares

    0.31% of the 13F portfolio, value $1,549,889.

    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 36,358 shares
    Change vs previous 13F -2,627 shares

    0.37% of the 13F portfolio, value $1,606,658.

    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 38,985 shares
    Change vs previous 13F -891 shares

    0.47% of the 13F portfolio, value $1,684,924.

    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 39,876 shares
    Change vs previous 13F -8,798 shares

    0.47% of the 13F portfolio, value $1,582,674.

    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 48,674 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,806,787.

    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).