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MONTAG A & ASSOCIATES INC: BSCQ position timeline

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

MONTAG A & ASSOCIATES INC held 48,649 BSCQ 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 48,649 shares
    Change vs previous 13F -10,269 shares

    0.04% of the 13F portfolio, value $949,872.

    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 58,918 shares
    Change vs previous 13F -13,397 shares

    0.05% of the 13F portfolio, value $1,150,669.

    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 72,315 shares
    Change vs previous 13F -18,302 shares

    0.06% of the 13F portfolio, value $1,415,567.

    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 90,617 shares
    Change vs previous 13F +1,683 shares

    0.08% of the 13F portfolio, value $1,772,469.

    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 88,934 shares
    Change vs previous 13F -7,545 shares

    0.08% of the 13F portfolio, value $1,735,992.

    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 96,479 shares
    Change vs previous 13F +11,456 shares

    0.09% of the 13F portfolio, value $1,879,411.

    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 85,023 shares
    Change vs previous 13F +11,488 shares

    0.08% of the 13F portfolio, value $1,651,997.

    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 73,535 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,438,345.

    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).