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Disclosery

Montis Financial, LLC: QQQ position timeline

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

Montis Financial, LLC held 1,507 QQQ 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 1,507 shares
    Change vs previous 13F -80 shares

    0.23% of the 13F portfolio, value $1,109,982.

    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 1,587 shares
    Change vs previous 13F -529 shares

    0.19% of the 13F portfolio, value $915,724.

    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 2,116 shares
    Change vs previous 13F +57 shares

    0.26% of the 13F portfolio, value $1,299,876.

    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 2,059 shares
    Change vs previous 13F +750 shares

    0.28% of the 13F portfolio, value $1,235,870.

    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 1,309 shares
    Change vs previous 13F -159 shares

    0.2% of the 13F portfolio, value $722,238.

    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 1,468 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $688,495.

    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 1,468 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $750,617.

    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 1,468 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $716,612.

    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).