Skip to content
Disclosery

Montis Financial, LLC: IYW position timeline

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

Montis Financial, LLC held 12,085 IYW 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 12,085 shares
    Change vs previous 13F -303 shares

    0.62% of the 13F portfolio, value $3,048,274.

    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 12,388 shares
    Change vs previous 13F -485 shares

    0.46% of the 13F portfolio, value $2,247,500.

    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 12,873 shares
    Change vs previous 13F -257 shares

    0.51% of the 13F portfolio, value $2,570,526.

    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 13,130 shares
    Change vs previous 13F -2,070 shares

    0.59% of the 13F portfolio, value $2,571,618.

    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 15,200 shares
    Change vs previous 13F -2,053 shares

    0.73% of the 13F portfolio, value $2,633,676.

    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 17,253 shares
    Change vs previous 13F +500 shares

    0.71% of the 13F portfolio, value $2,423,055.

    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 16,753 shares
    Change vs previous 13F -3,190 shares

    0.83% of the 13F portfolio, value $2,672,468.

    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 19,943 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,023,754.

    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).