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MONTAG A & ASSOCIATES INC: IWB position timeline

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

MONTAG A & ASSOCIATES INC held 103,231 IWB 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 103,231 shares
    Change vs previous 13F -4,187 shares

    1.79% of the 13F portfolio, value $42,272,951.

    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 107,418 shares
    Change vs previous 13F -21 shares

    1.78% of the 13F portfolio, value $38,300,787.

    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 107,439 shares
    Change vs previous 13F -406 shares

    1.83% of the 13F portfolio, value $40,122,148.

    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 107,845 shares
    Change vs previous 13F +1,464 shares

    1.81% of the 13F portfolio, value $39,415,242.

    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 106,381 shares
    Change vs previous 13F -620 shares

    1.76% of the 13F portfolio, value $36,123,783.

    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 107,001 shares
    Change vs previous 13F -2,762 shares

    1.64% of the 13F portfolio, value $32,821,422.

    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 109,763 shares
    Change vs previous 13F +608 shares

    1.68% of the 13F portfolio, value $35,361,249.

    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 109,155 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $34,317,241.

    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).