MONTAG A & ASSOCIATES INC: BP position timeline

MONTAG A & ASSOCIATES INC held 1,276 BP 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 1,276 shares

   Change vs previous 13F -31 shares

   <0.01% of the 13F portfolio, value $47,149.

   13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,307 shares

   Change vs previous 13F +151 shares

   <0.01% of the 13F portfolio, value $61,429.

   13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,156 shares

   Change vs previous 13F -679 shares

   <0.01% of the 13F portfolio, value $40,148.

   13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,835 shares

   Change vs previous 13F +28 shares

   <0.01% of the 13F portfolio, value $63,235.

   13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,807 shares

   Change vs previous 13F -420 shares

   <0.01% of the 13F portfolio, value $54,084.

   13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,227 shares

   Change vs previous 13F -1,001 shares

   <0.01% of the 13F portfolio, value $75,251.

   13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,228 shares

   Change vs previous 13F -1,050 shares

   <0.01% of the 13F portfolio, value $95,434.

   13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,278 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $134,275.

   13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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