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MONTAG A & ASSOCIATES INC: CB position timeline

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

MONTAG A & ASSOCIATES INC held 4,725 CB 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 4,725 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,612,776.

    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 4,725 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $1,542,663.

    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 4,125 shares
    Change vs previous 13F +145 shares

    0.06% of the 13F portfolio, value $1,289,557.

    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 3,980 shares
    Change vs previous 13F -221 shares

    0.05% of the 13F portfolio, value $1,125,276.

    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 4,201 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $1,219,249.

    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 4,177 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,263,394.

    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 4,177 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $1,156,087.

    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 4,437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,281,805.

    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).