Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: GLD position timeline

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

MONTAG A & ASSOCIATES INC held 17,332 GLD 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 17,332 shares
    Change vs previous 13F -2,942 shares

    0.27% of the 13F portfolio, value $6,384,763.

    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 20,274 shares
    Change vs previous 13F +2,719 shares

    0.41% of the 13F portfolio, value $8,723,700.

    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 17,555 shares
    Change vs previous 13F -28 shares

    0.32% of the 13F portfolio, value $6,957,223.

    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 17,583 shares
    Change vs previous 13F +400 shares

    0.29% of the 13F portfolio, value $6,250,230.

    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 17,183 shares
    Change vs previous 13F -477 shares

    0.26% of the 13F portfolio, value $5,237,894.

    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 17,660 shares
    Change vs previous 13F +200 shares

    0.25% of the 13F portfolio, value $5,088,553.

    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 17,460 shares
    Change vs previous 13F -667 shares

    0.2% of the 13F portfolio, value $4,227,590.

    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 18,127 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,405,949.

    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).