Skip to content
Disclosery

Montis Financial, LLC: PFF position timeline

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

Montis Financial, LLC held 99,836 PFF 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 99,836 shares
    Change vs previous 13F -4,591 shares

    0.62% of the 13F portfolio, value $3,044,015.

    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 104,427 shares
    Change vs previous 13F -8,824 shares

    0.65% of the 13F portfolio, value $3,166,231.

    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 113,251 shares
    Change vs previous 13F -66,727 shares

    0.69% of the 13F portfolio, value $3,506,252.

    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 179,978 shares
    Change vs previous 13F -828,139 shares

    1.31% of the 13F portfolio, value $5,690,895.

    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 1,008,117 shares
    Change vs previous 13F +135,277 shares

    8.6% of the 13F portfolio, value $30,929,027.

    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 872,840 shares
    Change vs previous 13F +98,368 shares

    7.89% of the 13F portfolio, value $26,822,376.

    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 774,472 shares
    Change vs previous 13F -3,719 shares

    7.52% of the 13F portfolio, value $24,349,409.

    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 778,191 shares
    Change vs previous 13F not available

    9.19% of the 13F portfolio, value $25,859,281.

    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).