Advertisement
Screener

Montis Financial, LLC Last Quarter Change: Foreign Funds, Unchanged

Montis Financial, LLC quarter change: Foreign Funds, Unchanged

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Montis Financial, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1844314): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Lantz Financial LLCUnited States$0.484B239
BOCHK Asset Management LtdHong Kong$0.483B117
Mascoma Wealth Management LLCUnited States$0.484B515
OLD SECOND NATIONAL BANK OF AURORAUnited States$0.484B391
Phraction Management LLCUnited States$0.483B65
WEDGEWOOD PARTNERS INCUnited States$0.484B22
Noble Family Wealth, LLCUnited States$0.484B76
Net Worth Advisory GroupUnited States$0.482B436
Golden Reserve Retirement LLCUnited States$0.485B104
Bridgewealth Advisory Group, LLCUnited States$0.482B135