MONTAG A & ASSOCIATES INC: DOC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on DOC, newest first. How the timeline and the estimate are built.
MONTAG A & ASSOCIATES INC held 518 DOC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $11,086.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,511.
13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,330.
13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $9,920.
13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $9,071.
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $10,474.
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 518 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $10,500.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 518 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $11,847.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).