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Montis Financial, LLCETFConcentrated trader

CIK: 0001844314 | WALTHAM, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR151$484.4M2026-11-04SEC ↗
Q2 2026
13F-HR152$489.1M2026-08-06SEC ↗
Q1 2026
13F-HR150$483.5M2026-05-11SEC ↗
Q4 2025
13F-HR156$505.9M2026-02-11SEC ↗
Q3 2025
13F-HR153$433.6M2025-10-28SEC ↗
Q2 2025
13F-HR134$359.8M2025-07-17SEC ↗
Q1 2025
13F-HR144$340.1M2025-05-02SEC ↗
Q4 2024
13F-HR135$323.7M2025-02-10SEC ↗
Q3 2024
13F-HR107$281.4M2024-10-10SEC ↗
Q2 2024
13F-HR81$218.1M2024-08-07SEC ↗
Q1 2024
13F-HR82$210.5M2024-04-16SEC ↗
Q4 2023
13F-HR74$168.2M2024-02-06SEC ↗
Q3 2023
13F-HR65$149.3M2023-10-31SEC ↗
Q2 2023
13F-HR64$151.7M2023-07-31SEC ↗
Q1 2023
13F-HR63$129.3M2023-05-11SEC ↗
Q4 2022
13F-HR60$118.1M2023-02-02SEC ↗
Q3 2022
13F-HR58$5.1M2022-10-25SEC ↗
Q2 2022
13F-HR62$2.1M2022-07-27SEC ↗
Q1 2022
13F-HR65$2.0M2022-05-02SEC ↗
Q4 2021
13F-HR87$1.8M2022-01-24SEC ↗
Q3 2021
13F-HR64$28.4M2021-10-26SEC ↗
Q2 2021
13F-HR69$1.3M2021-07-26SEC ↗
Q1 2021
13F-HR68$1.2M2021-05-04SEC ↗
Q4 2020
13F-HR67$100.1K2021-02-10SEC ↗