Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: BSCR position timeline

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

MONTAG A & ASSOCIATES INC held 56,258 BSCR 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 56,258 shares
    Change vs previous 13F -8,001 shares

    0.05% of the 13F portfolio, value $1,103,501.

    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 64,259 shares
    Change vs previous 13F -12,715 shares

    0.06% of the 13F portfolio, value $1,261,083.

    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 76,974 shares
    Change vs previous 13F -17,807 shares

    0.07% of the 13F portfolio, value $1,519,467.

    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 94,781 shares
    Change vs previous 13F -7,539 shares

    0.09% of the 13F portfolio, value $1,868,134.

    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 102,320 shares
    Change vs previous 13F -23,089 shares

    0.1% of the 13F portfolio, value $2,010,588.

    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 125,409 shares
    Change vs previous 13F -6,704 shares

    0.12% of the 13F portfolio, value $2,456,763.

    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 132,113 shares
    Change vs previous 13F +82,768 shares

    0.12% of the 13F portfolio, value $2,573,562.

    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 49,345 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $973,084.

    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).