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MONTAG A & ASSOCIATES INC: EME position timeline

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

MONTAG A & ASSOCIATES INC held 9,210 EME 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 9,210 shares
    Change vs previous 13F +2,285 shares

    0.32% of the 13F portfolio, value $7,643,010.

    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 6,925 shares
    Change vs previous 13F +1,771 shares

    0.24% of the 13F portfolio, value $5,112,633.

    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 5,154 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $3,153,326.

    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 5,252 shares
    Change vs previous 13F -293 shares

    0.16% of the 13F portfolio, value $3,411,466.

    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 5,545 shares
    Change vs previous 13F +199 shares

    0.14% of the 13F portfolio, value $2,965,931.

    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 5,346 shares
    Change vs previous 13F -58 shares

    0.1% of the 13F portfolio, value $1,975,950.

    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 5,404 shares
    Change vs previous 13F +621 shares

    0.12% of the 13F portfolio, value $2,453,001.

    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 4,783 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,059,088.

    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).