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MONTAG A & ASSOCIATES INC: ABBV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on ABBV, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 72,344 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,344 shares
    Change vs previous 13F +100 shares

    0.77% of the 13F portfolio, value $18,204,654.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 72,244 shares
    Change vs previous 13F -2,746 shares

    0.73% of the 13F portfolio, value $15,712,340.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 74,990 shares
    Change vs previous 13F -983 shares

    0.78% of the 13F portfolio, value $17,134,434.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    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 75,973 shares
    Change vs previous 13F +197 shares

    0.81% of the 13F portfolio, value $17,590,756.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    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 75,776 shares
    Change vs previous 13F -1,618 shares

    0.69% of the 13F portfolio, value $14,065,516.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    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 77,394 shares
    Change vs previous 13F +5,302 shares

    0.81% of the 13F portfolio, value $16,215,562.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 72,092 shares
    Change vs previous 13F -1,943 shares

    0.61% of the 13F portfolio, value $12,810,724.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    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 74,035 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $14,620,405.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).