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Disclosery

Montis Financial, LLC: SCHD position timeline

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

Montis Financial, LLC held 672,864 SCHD 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 672,864 shares
    Change vs previous 13F +77,658 shares

    4.36% of the 13F portfolio, value $21,336,507.

    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 595,206 shares
    Change vs previous 13F +64,248 shares

    3.78% of the 13F portfolio, value $18,260,909.

    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 530,958 shares
    Change vs previous 13F +27,852 shares

    2.88% of the 13F portfolio, value $14,564,167.

    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 503,106 shares
    Change vs previous 13F +4,890 shares

    3.17% of the 13F portfolio, value $13,734,787.

    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 498,216 shares
    Change vs previous 13F +118,519 shares

    3.67% of the 13F portfolio, value $13,202,715.

    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 379,697 shares
    Change vs previous 13F +171,380 shares

    3.12% of the 13F portfolio, value $10,616,325.

    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 208,317 shares
    Change vs previous 13F +147,773 shares

    1.76% of the 13F portfolio, value $5,691,224.

    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 60,544 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $5,117,790.

    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).