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MONTAG A & ASSOCIATES INC: FCX position timeline

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

MONTAG A & ASSOCIATES INC held 54,053 FCX 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 54,053 shares
    Change vs previous 13F -460 shares

    0.14% of the 13F portfolio, value $3,399,405.

    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 54,513 shares
    Change vs previous 13F +44,013 shares

    0.15% of the 13F portfolio, value $3,204,293.

    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 10,500 shares
    Change vs previous 13F +2,087 shares

    0.02% of the 13F portfolio, value $533,295.

    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 8,413 shares
    Change vs previous 13F +204 shares

    0.02% of the 13F portfolio, value $329,958.

    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 8,209 shares
    Change vs previous 13F -761 shares

    0.02% of the 13F portfolio, value $355,861.

    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 8,970 shares
    Change vs previous 13F -7,425 shares

    0.02% of the 13F portfolio, value $339,605.

    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 16,395 shares
    Change vs previous 13F -53,230 shares

    0.03% of the 13F portfolio, value $624,322.

    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 69,625 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,475,680.

    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).