Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: FNDF position timeline

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

MONTAG A & ASSOCIATES INC held 32,890 FNDF 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 32,890 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $1,735,277.

    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 32,935 shares
    Change vs previous 13F -505 shares

    0.07% of the 13F portfolio, value $1,611,510.

    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 33,440 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,511,823.

    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).