Skip to content
Disclosery

Montis Financial, LLC: IWR position timeline

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

Montis Financial, LLC held 7,309 IWR 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 7,309 shares
    Change vs previous 13F -85 shares

    0.16% of the 13F portfolio, value $806,286.

    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 7,394 shares
    Change vs previous 13F -535 shares

    0.15% of the 13F portfolio, value $718,881.

    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 7,929 shares
    Change vs previous 13F -930 shares

    0.15% of the 13F portfolio, value $763,287.

    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 8,859 shares
    Change vs previous 13F -417 shares

    0.2% of the 13F portfolio, value $855,299.

    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 9,276 shares
    Change vs previous 13F -2,187 shares

    0.24% of the 13F portfolio, value $853,082.

    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 11,463 shares
    Change vs previous 13F -3,142 shares

    0.29% of the 13F portfolio, value $975,178.

    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 14,605 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,291,080.

    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).