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Disclosery

Montis Financial, LLC: SPDW position timeline

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

Montis Financial, LLC held 127,107 SPDW 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 127,107 shares
    Change vs previous 13F -2,026 shares

    1.31% of the 13F portfolio, value $6,404,941.

    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 129,133 shares
    Change vs previous 13F +5,069 shares

    1.22% of the 13F portfolio, value $5,894,920.

    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 124,064 shares
    Change vs previous 13F -4,038 shares

    1.09% of the 13F portfolio, value $5,509,683.

    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 128,102 shares
    Change vs previous 13F +73,379 shares

    1.26% of the 13F portfolio, value $5,481,467.

    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 54,723 shares
    Change vs previous 13F +756 shares

    0.62% of the 13F portfolio, value $2,215,748.

    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 53,967 shares
    Change vs previous 13F -898 shares

    0.58% of the 13F portfolio, value $1,964,928.

    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 54,865 shares
    Change vs previous 13F -142 shares

    0.58% of the 13F portfolio, value $1,872,559.

    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 55,007 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,066,057.

    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).