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Disclosery

Montis Financial, LLC: VXUS position timeline

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

Montis Financial, LLC held 19,007 VXUS 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 19,007 shares
    Change vs previous 13F +14,632 shares

    0.33% of the 13F portfolio, value $1,624,951.

    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 4,375 shares
    Change vs previous 13F +1,245 shares

    0.07% of the 13F portfolio, value $337,349.

    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 3,130 shares
    Change vs previous 13F -117 shares

    0.05% of the 13F portfolio, value $236,127.

    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 3,247 shares
    Change vs previous 13F +76 shares

    0.06% of the 13F portfolio, value $238,525.

    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 3,171 shares
    Change vs previous 13F -758 shares

    0.06% of the 13F portfolio, value $219,084.

    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 3,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $244,017.

    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).