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MONTAG A & ASSOCIATES INC: CPRT position timeline

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

MONTAG A & ASSOCIATES INC held 222,393 CPRT 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 222,393 shares
    Change vs previous 13F -9,851 shares

    0.26% of the 13F portfolio, value $6,269,259.

    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 232,244 shares
    Change vs previous 13F +6,656 shares

    0.36% of the 13F portfolio, value $7,710,501.

    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 225,588 shares
    Change vs previous 13F -5,650 shares

    0.4% of the 13F portfolio, value $8,831,771.

    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 231,238 shares
    Change vs previous 13F -548 shares

    0.48% of the 13F portfolio, value $10,398,780.

    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 231,786 shares
    Change vs previous 13F +297 shares

    0.55% of the 13F portfolio, value $11,373,747.

    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 231,489 shares
    Change vs previous 13F -2,139 shares

    0.66% of the 13F portfolio, value $13,099,945.

    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 233,628 shares
    Change vs previous 13F -2,620 shares

    0.64% of the 13F portfolio, value $13,407,893.

    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 236,248 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $12,379,379.

    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).