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Disclosery

Montis Financial, LLC: IVV position timeline

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

Montis Financial, LLC held 15,098 IVV 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 15,098 shares
    Change vs previous 13F -98 shares

    2.31% of the 13F portfolio, value $11,306,642.

    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 15,196 shares
    Change vs previous 13F -1,164 shares

    2.05% of the 13F portfolio, value $9,926,005.

    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 16,360 shares
    Change vs previous 13F -242 shares

    2.22% of the 13F portfolio, value $11,205,491.

    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 16,602 shares
    Change vs previous 13F -920 shares

    2.56% of the 13F portfolio, value $11,112,004.

    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 17,522 shares
    Change vs previous 13F -805 shares

    3.02% of the 13F portfolio, value $10,879,306.

    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 18,327 shares
    Change vs previous 13F -441 shares

    3.03% of the 13F portfolio, value $10,297,779.

    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 18,768 shares
    Change vs previous 13F +5,842 shares

    3.41% of the 13F portfolio, value $11,048,322.

    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 12,926 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $7,455,992.

    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).