MONTAG A & ASSOCIATES INC: EWI position timeline

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

MONTAG A & ASSOCIATES INC held 63,088 EWI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 63,088 shares
Change vs previous 13F -3,625 shares
0.16% of the 13F portfolio, value $3,737,334.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 66,713 shares
Change vs previous 13F +1,412 shares
0.17% of the 13F portfolio, value $3,563,809.
13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 65,301 shares
Change vs previous 13F +13,341 shares
0.16% of the 13F portfolio, value $3,547,804.
13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 51,960 shares
Change vs previous 13F +28,292 shares
0.12% of the 13F portfolio, value $2,699,322.
13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 23,668 shares
Change vs previous 13F +23,668 shares
0.06% of the 13F portfolio, value $1,139,378.
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -1,988 shares
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 1,988 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $77,453.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).