Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: BRK-B position timeline

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

MONTAG A & ASSOCIATES INC held 25,870 BRK-B 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 25,870 shares
    Change vs previous 13F -25 shares

    0.55% of the 13F portfolio, value $12,945,257.

    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 25,895 shares
    Change vs previous 13F +3,105 shares

    0.58% of the 13F portfolio, value $12,408,661.

    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 22,790 shares
    Change vs previous 13F +819 shares

    0.52% of the 13F portfolio, value $11,455,160.

    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 21,971 shares
    Change vs previous 13F +157 shares

    0.51% of the 13F portfolio, value $11,045,869.

    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 21,814 shares
    Change vs previous 13F -5,101 shares

    0.52% of the 13F portfolio, value $10,596,750.

    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 26,915 shares
    Change vs previous 13F -858 shares

    0.72% of the 13F portfolio, value $14,334,570.

    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 27,773 shares
    Change vs previous 13F +348 shares

    0.6% of the 13F portfolio, value $12,589,098.

    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 27,425 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $12,622,785.

    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).