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Disclosery

Montis Financial, LLC: MSFT position timeline

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

Montis Financial, LLC held 10,621 MSFT 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 10,621 shares
    Change vs previous 13F +787 shares

    0.81% of the 13F portfolio, value $3,961,952.

    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 9,834 shares
    Change vs previous 13F -620 shares

    0.75% of the 13F portfolio, value $3,640,420.

    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 10,454 shares
    Change vs previous 13F +690 shares

    1% of the 13F portfolio, value $5,055,772.

    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 9,764 shares
    Change vs previous 13F +2,506 shares

    1.17% of the 13F portfolio, value $5,057,354.

    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 7,258 shares
    Change vs previous 13F -1,335 shares

    1% of the 13F portfolio, value $3,610,288.

    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 8,593 shares
    Change vs previous 13F -54 shares

    0.95% of the 13F portfolio, value $3,225,608.

    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 8,647 shares
    Change vs previous 13F +1,037 shares

    1.13% of the 13F portfolio, value $3,644,760.

    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 7,610 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,274,620.

    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).