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Disclosery

Montis Financial, LLC: SLQD position timeline

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

Montis Financial, LLC held 8,503 SLQD 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 8,503 shares
    Change vs previous 13F -3,175 shares

    0.09% of the 13F portfolio, value $428,281.

    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 11,678 shares
    Change vs previous 13F -4,622 shares

    0.12% of the 13F portfolio, value $589,607.

    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 16,300 shares
    Change vs previous 13F -6,079 shares

    0.16% of the 13F portfolio, value $826,408.

    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 22,379 shares
    Change vs previous 13F -6,870 shares

    0.26% of the 13F portfolio, value $1,137,507.

    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 29,249 shares
    Change vs previous 13F -8,795 shares

    0.41% of the 13F portfolio, value $1,479,692.

    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 38,044 shares
    Change vs previous 13F -8,521 shares

    0.56% of the 13F portfolio, value $1,912,854.

    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 46,565 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,316,152.

    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).