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Disclosery

Montis Financial, LLC: SCHX position timeline

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

Montis Financial, LLC held 196,705 SCHX 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 196,705 shares
    Change vs previous 13F -150 shares

    1.18% of the 13F portfolio, value $5,789,022.

    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 196,855 shares
    Change vs previous 13F -11,330 shares

    1.04% of the 13F portfolio, value $5,047,349.

    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 208,185 shares
    Change vs previous 13F -7,611 shares

    1.11% of the 13F portfolio, value $5,602,245.

    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 215,796 shares
    Change vs previous 13F -28,312 shares

    1.31% of the 13F portfolio, value $5,684,053.

    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 244,108 shares
    Change vs previous 13F -78,633 shares

    1.66% of the 13F portfolio, value $5,966,000.

    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 322,741 shares
    Change vs previous 13F -74,729 shares

    2.1% of the 13F portfolio, value $7,126,132.

    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 397,470 shares
    Change vs previous 13F +262,693 shares

    2.85% of the 13F portfolio, value $9,213,355.

    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 134,777 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $9,144,619.

    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).