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MONTAG A & ASSOCIATES INC: DUK position timeline

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

MONTAG A & ASSOCIATES INC held 29,655 DUK 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 29,655 shares
    Change vs previous 13F -124 shares

    0.16% of the 13F portfolio, value $3,753,794.

    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 29,779 shares
    Change vs previous 13F +2,276 shares

    0.18% of the 13F portfolio, value $3,899,328.

    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 27,503 shares
    Change vs previous 13F +1,030 shares

    0.15% of the 13F portfolio, value $3,223,582.

    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 26,473 shares
    Change vs previous 13F -1,042 shares

    0.15% of the 13F portfolio, value $3,276,049.

    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 27,515 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $3,246,785.

    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 27,615 shares
    Change vs previous 13F -1,284 shares

    0.17% of the 13F portfolio, value $3,368,217.

    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 28,899 shares
    Change vs previous 13F -1,329 shares

    0.15% of the 13F portfolio, value $3,113,579.

    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 30,228 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,485,289.

    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).