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Montis Financial, LLC: MINT position timeline

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

Montis Financial, LLC held 13,094 MINT 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 13,094 shares
    Change vs previous 13F -1,173 shares

    0.27% of the 13F portfolio, value $1,320,026.

    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 14,267 shares
    Change vs previous 13F -2,250 shares

    0.3% of the 13F portfolio, value $1,434,849.

    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 16,517 shares
    Change vs previous 13F +3,948 shares

    0.33% of the 13F portfolio, value $1,657,325.

    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 12,569 shares
    Change vs previous 13F -279 shares

    0.29% of the 13F portfolio, value $1,265,567.

    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 12,848 shares
    Change vs previous 13F -149 shares

    0.36% of the 13F portfolio, value $1,291,653.

    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 12,997 shares
    Change vs previous 13F -857 shares

    0.38% of the 13F portfolio, value $1,307,717.

    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 13,854 shares
    Change vs previous 13F -919 shares

    0.43% of the 13F portfolio, value $1,390,150.

    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 14,773 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,487,451.

    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).