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MONTAG A & ASSOCIATES INC: AGG position timeline

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

MONTAG A & ASSOCIATES INC held 3,679 AGG 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 3,679 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $364,148.

    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 3,679 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $365,215.

    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 3,679 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $367,459.

    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 3,679 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $368,820.

    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 3,679 shares
    Change vs previous 13F -2,600 shares

    0.02% of the 13F portfolio, value $364,957.

    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 6,279 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $621,119.

    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 6,279 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $608,436.

    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 6,279 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $635,875.

    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).