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MONTAG A & ASSOCIATES INC: BMY position timeline

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

MONTAG A & ASSOCIATES INC held 37,785 BMY 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 37,785 shares
    Change vs previous 13F -1,563 shares

    0.09% of the 13F portfolio, value $2,177,172.

    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 39,348 shares
    Change vs previous 13F -3,080 shares

    0.11% of the 13F portfolio, value $2,386,457.

    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 42,428 shares
    Change vs previous 13F -2,870 shares

    0.1% of the 13F portfolio, value $2,288,567.

    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 45,298 shares
    Change vs previous 13F -160 shares

    0.09% of the 13F portfolio, value $2,042,940.

    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 45,458 shares
    Change vs previous 13F -71 shares

    0.1% of the 13F portfolio, value $2,104,251.

    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 45,529 shares
    Change vs previous 13F -43,729 shares

    0.14% of the 13F portfolio, value $2,776,793.

    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 89,258 shares
    Change vs previous 13F +67,966 shares

    0.24% of the 13F portfolio, value $5,048,433.

    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 21,292 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,101,649.

    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).