Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: HWM position timeline

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

MONTAG A & ASSOCIATES INC held 2,359 HWM 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 2,359 shares
    Change vs previous 13F +2,227 shares

    0.03% of the 13F portfolio, value $634,217.

    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 132 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $30,472.

    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 190 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $39,000.

    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 37 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,225.

    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 37 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $6,853.

    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 35 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,558.

    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).