Skip to content
Disclosery

Montis Financial, LLC: VEA position timeline

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

Montis Financial, LLC held 478,810 VEA 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 478,810 shares
    Change vs previous 13F -11,810 shares

    6.98% of the 13F portfolio, value $34,115,235.

    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 490,620 shares
    Change vs previous 13F -67,115 shares

    6.5% of the 13F portfolio, value $31,438,910.

    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 557,735 shares
    Change vs previous 13F +26,024 shares

    6.89% of the 13F portfolio, value $34,841,715.

    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 531,711 shares
    Change vs previous 13F +35,771 shares

    7.35% of the 13F portfolio, value $31,860,135.

    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 495,940 shares
    Change vs previous 13F +137,268 shares

    7.86% of the 13F portfolio, value $28,273,513.

    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 358,672 shares
    Change vs previous 13F +72,663 shares

    5.36% of the 13F portfolio, value $18,231,308.

    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 286,009 shares
    Change vs previous 13F +12,692 shares

    4.22% of the 13F portfolio, value $13,676,952.

    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 273,317 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $14,433,894.

    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).