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MONTAG A & ASSOCIATES INC: CL position timeline

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

MONTAG A & ASSOCIATES INC held 15,063 CL 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 15,063 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,380,976.

    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 15,063 shares
    Change vs previous 13F -591 shares

    0.06% of the 13F portfolio, value $1,283,820.

    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 15,654 shares
    Change vs previous 13F -175 shares

    0.06% of the 13F portfolio, value $1,236,980.

    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 15,829 shares
    Change vs previous 13F -1,189 shares

    0.06% of the 13F portfolio, value $1,265,371.

    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 17,018 shares
    Change vs previous 13F -123 shares

    0.08% of the 13F portfolio, value $1,546,937.

    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 17,141 shares
    Change vs previous 13F -270 shares

    0.08% of the 13F portfolio, value $1,606,112.

    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 17,411 shares
    Change vs previous 13F +353 shares

    0.08% of the 13F portfolio, value $1,582,835.

    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 17,058 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,770,791.

    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).