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MONTAG A & ASSOCIATES INC: EMR position timeline

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

MONTAG A & ASSOCIATES INC held 33,056 EMR 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 33,056 shares
    Change vs previous 13F -321 shares

    0.2% of the 13F portfolio, value $4,731,917.

    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 33,377 shares
    Change vs previous 13F +2,286 shares

    0.2% of the 13F portfolio, value $4,373,010.

    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 31,091 shares
    Change vs previous 13F -615 shares

    0.19% of the 13F portfolio, value $4,126,438.

    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 31,706 shares
    Change vs previous 13F -1,598 shares

    0.19% of the 13F portfolio, value $4,159,186.

    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 33,304 shares
    Change vs previous 13F -2,192 shares

    0.22% of the 13F portfolio, value $4,440,423.

    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 35,496 shares
    Change vs previous 13F -600 shares

    0.19% of the 13F portfolio, value $3,891,742.

    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 36,096 shares
    Change vs previous 13F -789 shares

    0.21% of the 13F portfolio, value $4,473,406.

    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 36,885 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,034,099.

    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).