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MONTAG A & ASSOCIATES INC: DAN position timeline

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

MONTAG A & ASSOCIATES INC held 61,967 DAN 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 61,967 shares
    Change vs previous 13F -32,835 shares

    0.07% of the 13F portfolio, value $1,686,123.

    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 94,802 shares
    Change vs previous 13F -120,635 shares

    0.15% of the 13F portfolio, value $3,190,088.

    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 215,437 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,118,784.

    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).