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MONTAG A & ASSOCIATES INC: GS position timeline

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

MONTAG A & ASSOCIATES INC held 23,847 GS 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 23,847 shares
    Change vs previous 13F -752 shares

    1.02% of the 13F portfolio, value $24,117,749.

    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 24,599 shares
    Change vs previous 13F +829 shares

    0.97% of the 13F portfolio, value $20,810,369.

    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 23,770 shares
    Change vs previous 13F -1,272 shares

    0.95% of the 13F portfolio, value $20,893,651.

    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 25,042 shares
    Change vs previous 13F -4,056 shares

    0.92% of the 13F portfolio, value $19,942,091.

    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 29,098 shares
    Change vs previous 13F -78 shares

    1% of the 13F portfolio, value $20,594,016.

    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 29,176 shares
    Change vs previous 13F -2,589 shares

    0.8% of the 13F portfolio, value $15,938,589.

    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 31,765 shares
    Change vs previous 13F +1,815 shares

    0.86% of the 13F portfolio, value $18,189,310.

    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 29,950 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $14,828,694.

    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).