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MONTAG A & ASSOCIATES INC: EW position timeline

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

MONTAG A & ASSOCIATES INC held 47,617 EW 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 47,617 shares
    Change vs previous 13F +1,621 shares

    0.18% of the 13F portfolio, value $4,307,413.

    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 45,996 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $3,683,360.

    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 45,996 shares
    Change vs previous 13F -4,011 shares

    0.18% of the 13F portfolio, value $3,921,159.

    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 50,007 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,889,045.

    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 50,007 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,911,048.

    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 50,007 shares
    Change vs previous 13F -60 shares

    0.18% of the 13F portfolio, value $3,624,508.

    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 50,067 shares
    Change vs previous 13F -1,886 shares

    0.18% of the 13F portfolio, value $3,706,461.

    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 51,953 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,428,379.

    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).