MONTAG A & ASSOCIATES INC: DFIV position timeline

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

MONTAG A & ASSOCIATES INC held 47 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 47 shares
Change vs previous 13F +47 shares
<0.01% of the 13F portfolio, value $2,539.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -17,152 shares
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 17,152 shares
Change vs previous 13F +58 shares
0.03% of the 13F portfolio, value $675,111.
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 17,094 shares
Change vs previous 13F +161 shares
0.03% of the 13F portfolio, value $606,506.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 16,933 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $644,800.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).