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Disclosery

Montis Financial, LLC: VMBS position timeline

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

Montis Financial, LLC held 5,279 VMBS 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 5,279 shares
    Change vs previous 13F -3,334 shares

    0.05% of the 13F portfolio, value $247,128.

    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 8,613 shares
    Change vs previous 13F -1,155 shares

    0.08% of the 13F portfolio, value $404,399.

    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 9,768 shares
    Change vs previous 13F -11,631 shares

    0.09% of the 13F portfolio, value $459,868.

    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 21,399 shares
    Change vs previous 13F -8,970 shares

    0.23% of the 13F portfolio, value $1,004,895.

    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 30,369 shares
    Change vs previous 13F -14,227 shares

    0.39% of the 13F portfolio, value $1,407,309.

    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 44,596 shares
    Change vs previous 13F -9,982 shares

    0.61% of the 13F portfolio, value $2,065,219.

    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 54,578 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,474,588.

    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).