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Disclosery

Montis Financial, LLC: RSP position timeline

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

Montis Financial, LLC held 138,327 RSP 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 138,327 shares
    Change vs previous 13F -230 shares

    6.02% of the 13F portfolio, value $29,431,756.

    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 138,557 shares
    Change vs previous 13F +957 shares

    5.5% of the 13F portfolio, value $26,591,884.

    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 137,600 shares
    Change vs previous 13F +9,863 shares

    5.21% of the 13F portfolio, value $26,358,690.

    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 127,737 shares
    Change vs previous 13F +30,988 shares

    5.59% of the 13F portfolio, value $24,231,790.

    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 96,749 shares
    Change vs previous 13F +16,026 shares

    4.89% of the 13F portfolio, value $17,583,231.

    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 80,723 shares
    Change vs previous 13F +10,571 shares

    4.11% of the 13F portfolio, value $13,983,684.

    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 70,152 shares
    Change vs previous 13F +14,378 shares

    3.8% of the 13F portfolio, value $12,292,803.

    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 55,774 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $9,992,394.

    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).