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MONTAG A & ASSOCIATES INC: IJR position timeline

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

MONTAG A & ASSOCIATES INC held 67,583 IJR 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 67,583 shares
    Change vs previous 13F +6,288 shares

    0.42% of the 13F portfolio, value $10,023,185.

    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 61,295 shares
    Change vs previous 13F +17,957 shares

    0.35% of the 13F portfolio, value $7,619,578.

    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 43,338 shares
    Change vs previous 13F -652 shares

    0.24% of the 13F portfolio, value $5,208,358.

    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 43,990 shares
    Change vs previous 13F -8,887 shares

    0.24% of the 13F portfolio, value $5,227,329.

    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 52,877 shares
    Change vs previous 13F -104,040 shares

    0.28% of the 13F portfolio, value $5,778,896.

    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 156,917 shares
    Change vs previous 13F -12,934 shares

    0.82% of the 13F portfolio, value $16,408,828.

    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 169,851 shares
    Change vs previous 13F +106,695 shares

    0.93% of the 13F portfolio, value $19,570,258.

    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 63,156 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,386,779.

    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).