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Disclosery

Montis Financial, LLC: VCSH position timeline

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

Montis Financial, LLC held 106,027 VCSH 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 106,027 shares
    Change vs previous 13F -309,141 shares

    1.71% of the 13F portfolio, value $8,379,349.

    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 415,168 shares
    Change vs previous 13F +32,504 shares

    6.81% of the 13F portfolio, value $32,910,336.

    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 382,664 shares
    Change vs previous 13F +23,084 shares

    6.03% of the 13F portfolio, value $30,509,796.

    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 359,580 shares
    Change vs previous 13F +30,083 shares

    6.63% of the 13F portfolio, value $28,741,228.

    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 329,497 shares
    Change vs previous 13F +33,097 shares

    7.28% of the 13F portfolio, value $26,194,998.

    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 296,400 shares
    Change vs previous 13F +36,435 shares

    6.88% of the 13F portfolio, value $23,397,788.

    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 259,965 shares
    Change vs previous 13F -7,301 shares

    6.26% of the 13F portfolio, value $20,279,889.

    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 267,266 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $21,226,253.

    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).