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MONTAG A & ASSOCIATES INC: EFX position timeline

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

MONTAG A & ASSOCIATES INC held 49,449 EFX 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 49,449 shares
    Change vs previous 13F -140 shares

    0.33% of the 13F portfolio, value $7,848,546.

    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 49,589 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $8,929,492.

    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 49,589 shares
    Change vs previous 13F -838 shares

    0.49% of the 13F portfolio, value $10,759,822.

    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 50,427 shares
    Change vs previous 13F +269 shares

    0.6% of the 13F portfolio, value $12,936,039.

    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 50,158 shares
    Change vs previous 13F -3,207 shares

    0.63% of the 13F portfolio, value $13,009,481.

    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 53,365 shares
    Change vs previous 13F -893 shares

    0.65% of the 13F portfolio, value $12,997,580.

    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 54,258 shares
    Change vs previous 13F -100 shares

    0.66% of the 13F portfolio, value $13,827,652.

    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 54,358 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $15,973,642.

    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).