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MONTAG A & ASSOCIATES INC: ITB position timeline

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

MONTAG A & ASSOCIATES INC held 11,010 ITB 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 11,010 shares
    Change vs previous 13F -56,107 shares

    0.05% of the 13F portfolio, value $1,150,325.

    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 67,117 shares
    Change vs previous 13F +42,426 shares

    0.28% of the 13F portfolio, value $6,077,445.

    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 24,691 shares
    Change vs previous 13F +659 shares

    0.11% of the 13F portfolio, value $2,377,744.

    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 24,032 shares
    Change vs previous 13F +11,986 shares

    0.12% of the 13F portfolio, value $2,577,432.

    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 12,046 shares
    Change vs previous 13F -2,912 shares

    0.05% of the 13F portfolio, value $1,122,326.

    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 14,958 shares
    Change vs previous 13F -616 shares

    0.07% of the 13F portfolio, value $1,424,196.

    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 15,574 shares
    Change vs previous 13F -16,788 shares

    0.08% of the 13F portfolio, value $1,610,240.

    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 32,362 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,113,199.

    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).