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Disclosery

Montis Financial, LLC: PHYS position timeline

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

Montis Financial, LLC held 83,305 PHYS 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 83,305 shares
    Change vs previous 13F -1,124 shares

    0.51% of the 13F portfolio, value $2,513,312.

    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 84,429 shares
    Change vs previous 13F -1,907 shares

    0.62% of the 13F portfolio, value $2,992,164.

    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 86,336 shares
    Change vs previous 13F -1,215 shares

    0.56% of the 13F portfolio, value $2,850,815.

    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 87,551 shares
    Change vs previous 13F -400 shares

    0.6% of the 13F portfolio, value $2,593,261.

    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 87,951 shares
    Change vs previous 13F -2,600 shares

    0.62% of the 13F portfolio, value $2,229,558.

    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 90,551 shares
    Change vs previous 13F -1,361 shares

    0.64% of the 13F portfolio, value $2,178,657.

    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 91,912 shares
    Change vs previous 13F +1,253 shares

    0.57% of the 13F portfolio, value $1,851,108.

    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 90,659 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,847,630.

    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).