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MONTAG A & ASSOCIATES INC: DHR position timeline

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

MONTAG A & ASSOCIATES INC held 24,889 DHR 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 24,889 shares
    Change vs previous 13F -1,101 shares

    0.2% of the 13F portfolio, value $4,750,897.

    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 25,990 shares
    Change vs previous 13F +337 shares

    0.23% of the 13F portfolio, value $4,938,163.

    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 25,653 shares
    Change vs previous 13F +5,941 shares

    0.27% of the 13F portfolio, value $5,880,770.

    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 19,712 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,914,475.

    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 19,712 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $3,900,282.

    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 20,062 shares
    Change vs previous 13F -8,037 shares

    0.21% of the 13F portfolio, value $4,119,198.

    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 28,099 shares
    Change vs previous 13F -750 shares

    0.31% of the 13F portfolio, value $6,457,738.

    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 28,849 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,028,353.

    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).