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MONTAG A & ASSOCIATES INC: DIS position timeline

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

MONTAG A & ASSOCIATES INC held 13,124 DIS 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 13,124 shares
    Change vs previous 13F -419 shares

    0.05% of the 13F portfolio, value $1,272,159.

    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 13,543 shares
    Change vs previous 13F -1,315 shares

    0.06% of the 13F portfolio, value $1,305,238.

    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 14,858 shares
    Change vs previous 13F +1,333 shares

    0.08% of the 13F portfolio, value $1,700,906.

    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 13,525 shares
    Change vs previous 13F -781 shares

    0.07% of the 13F portfolio, value $1,548,558.

    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 14,306 shares
    Change vs previous 13F -2,194 shares

    0.09% of the 13F portfolio, value $1,774,028.

    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 16,500 shares
    Change vs previous 13F -1,663 shares

    0.08% of the 13F portfolio, value $1,628,557.

    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 18,163 shares
    Change vs previous 13F -3,646 shares

    0.1% of the 13F portfolio, value $2,030,923.

    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 21,809 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,097,762.

    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).