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Disclosery

Montis Financial, LLC: VT position timeline

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

Montis Financial, LLC held 10,560 VT 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 10,560 shares
    Change vs previous 13F -1,580 shares

    0.34% of the 13F portfolio, value $1,657,390.

    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 12,140 shares
    Change vs previous 13F -65 shares

    0.35% of the 13F portfolio, value $1,679,210.

    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 12,205 shares
    Change vs previous 13F -395 shares

    0.34% of the 13F portfolio, value $1,721,660.

    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 12,600 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,736,315.

    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).