Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001844314-25-000003
Filing Date
2025-05-02
Accepted
2025-05-02 14:51:38
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2002
2 montis1q25.html INFORMATION TABLE  
2 montis1q25.xml INFORMATION TABLE 76734
  Complete submission text file 0001844314-25-000003.txt   79899
Mailing Address 230 THIRD AVENUE WALTHAM MA 02451
Business Address 230 THIRD AVENUE WALTHAM MA 02451 781-541-5057
Montis Financial, LLC (Filer) CIK: 0001844314 (see all company filings)

EIN.: 454656575 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20655 | Film No.: 25907743