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Disclosery

Montis Financial, LLC: LVHI position timeline

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

Montis Financial, LLC held 185,438 LVHI 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 185,438 shares
    Change vs previous 13F +17,837 shares

    1.54% of the 13F portfolio, value $7,526,013.

    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 167,601 shares
    Change vs previous 13F +1,877 shares

    1.41% of the 13F portfolio, value $6,794,532.

    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 165,724 shares
    Change vs previous 13F -298 shares

    1.21% of the 13F portfolio, value $6,101,965.

    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 166,022 shares
    Change vs previous 13F -8,387 shares

    1.33% of the 13F portfolio, value $5,769,278.

    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 174,409 shares
    Change vs previous 13F +3,831 shares

    1.58% of the 13F portfolio, value $5,677,002.

    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 170,578 shares
    Change vs previous 13F +51,320 shares

    1.62% of the 13F portfolio, value $5,521,599.

    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 119,258 shares
    Change vs previous 13F +10,104 shares

    1.12% of the 13F portfolio, value $3,639,760.

    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 109,154 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,392,505.

    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).