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Disclosery

MONTAG A & ASSOCIATES INC: FISV position timeline

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

MONTAG A & ASSOCIATES INC held 40,217 FISV 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 40,217 shares
    Change vs previous 13F -1,804 shares

    0.08% of the 13F portfolio, value $1,972,644.

    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 42,021 shares
    Change vs previous 13F -2,957 shares

    0.11% of the 13F portfolio, value $2,344,772.

    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 44,978 shares
    Change vs previous 13F -90,620 shares

    0.14% of the 13F portfolio, value $3,021,173.

    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 135,598 shares
    Change vs previous 13F -254 shares

    0.8% of the 13F portfolio, value $17,482,651.

    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 135,852 shares
    Change vs previous 13F +23,647 shares

    1.14% of the 13F portfolio, value $23,422,244.

    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 112,205 shares
    Change vs previous 13F -26,922 shares

    1.24% of the 13F portfolio, value $24,778,177.

    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 139,127 shares
    Change vs previous 13F +3,447 shares

    1.36% of the 13F portfolio, value $28,579,469.

    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 135,680 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $24,374,912.

    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).