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Disclosery

Montis Financial, LLC: SCHG position timeline

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

Montis Financial, LLC held 67,303 SCHG 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 67,303 shares
    Change vs previous 13F -597 shares

    0.47% of the 13F portfolio, value $2,277,521.

    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 67,900 shares
    Change vs previous 13F -2,949 shares

    0.41% of the 13F portfolio, value $1,977,916.

    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 70,849 shares
    Change vs previous 13F -2,603 shares

    0.46% of the 13F portfolio, value $2,311,088.

    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 73,452 shares
    Change vs previous 13F -816 shares

    0.54% of the 13F portfolio, value $2,343,848.

    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 74,268 shares
    Change vs previous 13F -1,359 shares

    0.6% of the 13F portfolio, value $2,169,379.

    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 75,627 shares
    Change vs previous 13F -8,094 shares

    0.56% of the 13F portfolio, value $1,893,695.

    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 83,721 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,333,300.

    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).