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MONTAG A & ASSOCIATES INC: BSCS position timeline

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

MONTAG A & ASSOCIATES INC held 30,878 BSCS 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 30,878 shares
    Change vs previous 13F -12,782 shares

    0.03% of the 13F portfolio, value $628,831.

    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 43,660 shares
    Change vs previous 13F -4,857 shares

    0.04% of the 13F portfolio, value $891,669.

    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 48,517 shares
    Change vs previous 13F +6,167 shares

    0.05% of the 13F portfolio, value $999,451.

    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 42,350 shares
    Change vs previous 13F +29,763 shares

    0.04% of the 13F portfolio, value $871,140.

    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 12,587 shares
    Change vs previous 13F +6,401 shares

    0.01% of the 13F portfolio, value $257,908.

    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 6,186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $125,886.

    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).