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Disclosery

Montis Financial, LLC: VIG position timeline

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

Montis Financial, LLC held 28,898 VIG 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 28,898 shares
    Change vs previous 13F -2,173 shares

    1.4% of the 13F portfolio, value $6,837,894.

    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 31,071 shares
    Change vs previous 13F -2,225 shares

    1.38% of the 13F portfolio, value $6,682,118.

    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 33,296 shares
    Change vs previous 13F -1,618 shares

    1.45% of the 13F portfolio, value $7,317,802.

    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 34,914 shares
    Change vs previous 13F +27,435 shares

    1.74% of the 13F portfolio, value $7,534,137.

    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 7,479 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,530,766.

    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 7,479 shares
    Change vs previous 13F -30 shares

    0.43% of the 13F portfolio, value $1,450,888.

    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 7,509 shares
    Change vs previous 13F +5,561 shares

    0.45% of the 13F portfolio, value $1,470,525.

    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 1,948 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $385,908.

    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).