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MONTAG A & ASSOCIATES INC: AIG position timeline

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

MONTAG A & ASSOCIATES INC held 15,427 AIG 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 15,427 shares
    Change vs previous 13F -294 shares

    0.05% of the 13F portfolio, value $1,149,791.

    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 15,721 shares
    Change vs previous 13F -765 shares

    0.05% of the 13F portfolio, value $1,183,006.

    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 16,486 shares
    Change vs previous 13F -713 shares

    0.06% of the 13F portfolio, value $1,410,378.

    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 17,199 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $1,350,810.

    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 17,188 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $1,471,121.

    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 17,788 shares
    Change vs previous 13F +130 shares

    0.08% of the 13F portfolio, value $1,546,489.

    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 17,658 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,285,497.

    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 17,658 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,293,090.

    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).