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MONTAG A & ASSOCIATES INC: IBTG position timeline

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

MONTAG A & ASSOCIATES INC held 48,281 IBTG 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 48,281 shares
    Change vs previous 13F -19,808 shares

    0.05% of the 13F portfolio, value $1,105,153.

    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 68,089 shares
    Change vs previous 13F -5,188 shares

    0.07% of the 13F portfolio, value $1,560,260.

    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 73,277 shares
    Change vs previous 13F -2,208 shares

    0.08% of the 13F portfolio, value $1,676,212.

    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 75,485 shares
    Change vs previous 13F +6,520 shares

    0.08% of the 13F portfolio, value $1,732,381.

    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 68,965 shares
    Change vs previous 13F -12,584 shares

    0.08% of the 13F portfolio, value $1,581,368.

    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 81,549 shares
    Change vs previous 13F -44,556 shares

    0.09% of the 13F portfolio, value $1,870,735.

    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 126,105 shares
    Change vs previous 13F +119,026 shares

    0.14% of the 13F portfolio, value $2,876,456.

    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 7,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $163,278.

    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).