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MONTAG A & ASSOCIATES INC: AVGO position timeline

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

MONTAG A & ASSOCIATES INC held 66,932 AVGO 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 66,932 shares
    Change vs previous 13F -409 shares

    1.07% of the 13F portfolio, value $25,283,644.

    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 67,341 shares
    Change vs previous 13F -3,369 shares

    0.97% of the 13F portfolio, value $20,842,667.

    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 70,710 shares
    Change vs previous 13F -3,791 shares

    1.12% of the 13F portfolio, value $24,472,680.

    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 74,501 shares
    Change vs previous 13F -1,921 shares

    1.13% of the 13F portfolio, value $24,578,649.

    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 76,422 shares
    Change vs previous 13F -127 shares

    1.03% of the 13F portfolio, value $21,065,629.

    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 76,549 shares
    Change vs previous 13F +2,219 shares

    0.64% of the 13F portfolio, value $12,816,541.

    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 74,330 shares
    Change vs previous 13F +7,672 shares

    0.82% of the 13F portfolio, value $17,232,583.

    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 66,658 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $11,498,488.

    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).