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Montis Financial, LLC: IXN position timeline

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

Montis Financial, LLC held 11,437 IXN 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 11,437 shares
    Change vs previous 13F +37 shares

    0.34% of the 13F portfolio, value $1,652,395.

    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 11,400 shares
    Change vs previous 13F -1,947 shares

    0.24% of the 13F portfolio, value $1,139,629.

    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 13,347 shares
    Change vs previous 13F -6,258 shares

    0.28% of the 13F portfolio, value $1,401,419.

    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 19,605 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,023,388.

    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).