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MONTAG A & ASSOCIATES INC: CDW position timeline

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

MONTAG A & ASSOCIATES INC held 22,588 CDW 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 22,588 shares
    Change vs previous 13F +6,984 shares

    0.13% of the 13F portfolio, value $3,176,777.

    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 15,604 shares
    Change vs previous 13F -710 shares

    0.09% of the 13F portfolio, value $1,888,397.

    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 16,314 shares
    Change vs previous 13F -462 shares

    0.1% of the 13F portfolio, value $2,221,967.

    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 16,776 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $2,672,082.

    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 16,761 shares
    Change vs previous 13F -5,932 shares

    0.15% of the 13F portfolio, value $2,993,347.

    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 22,693 shares
    Change vs previous 13F -4,072 shares

    0.18% of the 13F portfolio, value $3,636,781.

    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 26,765 shares
    Change vs previous 13F -1,223 shares

    0.22% of the 13F portfolio, value $4,658,181.

    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 27,988 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,333,685.

    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).