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Disclosery

Montis Financial, LLC: VTI position timeline

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

Montis Financial, LLC held 19,001 VTI 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 19,001 shares
    Change vs previous 13F -6 shares

    1.44% of the 13F portfolio, value $7,031,201.

    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 19,007 shares
    Change vs previous 13F -1,130 shares

    1.26% of the 13F portfolio, value $6,097,730.

    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 20,137 shares
    Change vs previous 13F -107 shares

    1.33% of the 13F portfolio, value $6,751,431.

    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 20,244 shares
    Change vs previous 13F -14 shares

    1.53% of the 13F portfolio, value $6,643,452.

    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 20,258 shares
    Change vs previous 13F -2,421 shares

    1.71% of the 13F portfolio, value $6,157,142.

    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 22,679 shares
    Change vs previous 13F +6,559 shares

    1.83% of the 13F portfolio, value $6,233,212.

    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 16,120 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $4,671,829.

    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 16,120 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,564,629.

    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).