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Disclosery

Montis Financial, LLC: IWD position timeline

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

Montis Financial, LLC held 12,072 IWD 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 12,072 shares
    Change vs previous 13F -185 shares

    0.6% of the 13F portfolio, value $2,926,518.

    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 12,257 shares
    Change vs previous 13F -258 shares

    0.54% of the 13F portfolio, value $2,619,006.

    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 12,515 shares
    Change vs previous 13F -1,061 shares

    0.52% of the 13F portfolio, value $2,632,413.

    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 13,576 shares
    Change vs previous 13F +12,165 shares

    0.64% of the 13F portfolio, value $2,763,914.

    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 1,411 shares
    Change vs previous 13F +158 shares

    0.08% of the 13F portfolio, value $274,143.

    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 1,253 shares
    Change vs previous 13F -1,058 shares

    0.07% of the 13F portfolio, value $235,719.

    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 2,311 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $427,773.

    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 2,323 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $440,985.

    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).