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MONTAG A & ASSOCIATES INC: ICE position timeline

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

MONTAG A & ASSOCIATES INC held 46,243 ICE 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 46,243 shares
    Change vs previous 13F -2,104 shares

    0.24% of the 13F portfolio, value $5,692,955.

    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 48,347 shares
    Change vs previous 13F -600 shares

    0.35% of the 13F portfolio, value $7,603,953.

    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 48,947 shares
    Change vs previous 13F -3,051 shares

    0.36% of the 13F portfolio, value $7,927,391.

    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 51,998 shares
    Change vs previous 13F -1,410 shares

    0.4% of the 13F portfolio, value $8,760,547.

    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 53,408 shares
    Change vs previous 13F +267 shares

    0.48% of the 13F portfolio, value $9,798,739.

    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 53,141 shares
    Change vs previous 13F -454 shares

    0.46% of the 13F portfolio, value $9,166,756.

    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 53,595 shares
    Change vs previous 13F -569 shares

    0.38% of the 13F portfolio, value $7,986,133.

    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 54,164 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $8,700,843.

    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).