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MONTAG A & ASSOCIATES INC: IWD position timeline

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

MONTAG A & ASSOCIATES INC held 71,478 IWD 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 71,478 shares
    Change vs previous 13F -5,762 shares

    0.73% of the 13F portfolio, value $17,328,351.

    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 77,240 shares
    Change vs previous 13F +396 shares

    0.77% of the 13F portfolio, value $16,503,817.

    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 76,844 shares
    Change vs previous 13F -2,958 shares

    0.74% of the 13F portfolio, value $16,163,365.

    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 79,802 shares
    Change vs previous 13F -2,372 shares

    0.75% of the 13F portfolio, value $16,246,845.

    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 82,174 shares
    Change vs previous 13F +1,123 shares

    0.78% of the 13F portfolio, value $15,960,611.

    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 81,051 shares
    Change vs previous 13F +1,991 shares

    0.76% of the 13F portfolio, value $15,250,515.

    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 79,060 shares
    Change vs previous 13F +10,379 shares

    0.69% of the 13F portfolio, value $14,636,354.

    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 68,681 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $13,035,560.

    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).