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Disclosery

Montis Financial, LLC: VYM position timeline

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

Montis Financial, LLC held 152,983 VYM 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 152,983 shares
    Change vs previous 13F -10,056 shares

    4.94% of the 13F portfolio, value $24,175,897.

    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 163,039 shares
    Change vs previous 13F -8,207 shares

    4.99% of the 13F portfolio, value $24,146,135.

    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 171,246 shares
    Change vs previous 13F -1,758 shares

    4.86% of the 13F portfolio, value $24,577,266.

    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 173,004 shares
    Change vs previous 13F +5,528 shares

    5.62% of the 13F portfolio, value $24,384,949.

    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 167,476 shares
    Change vs previous 13F -3,318 shares

    6.2% of the 13F portfolio, value $22,326,201.

    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 170,794 shares
    Change vs previous 13F -20,034 shares

    6.48% of the 13F portfolio, value $22,025,562.

    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 190,828 shares
    Change vs previous 13F -1,596 shares

    7.52% of the 13F portfolio, value $24,347,746.

    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 192,424 shares
    Change vs previous 13F not available

    8.77% of the 13F portfolio, value $24,668,723.

    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).