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MONTAG A & ASSOCIATES INC: CEG position timeline

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

MONTAG A & ASSOCIATES INC held 848 CEG 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 848 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $210,618.

    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 848 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $236,804.

    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 923 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $326,069.

    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 1,266 shares
    Change vs previous 13F -333 shares

    0.02% of the 13F portfolio, value $416,603.

    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 1,599 shares
    Change vs previous 13F -4,250 shares

    0.03% of the 13F portfolio, value $516,094.

    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 5,849 shares
    Change vs previous 13F -6,595 shares

    0.06% of the 13F portfolio, value $1,179,334.

    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 12,444 shares
    Change vs previous 13F -7,880 shares

    0.13% of the 13F portfolio, value $2,783,848.

    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 20,324 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,284,647.

    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).