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MONTAG A & ASSOCIATES INC: IWF position timeline

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

MONTAG A & ASSOCIATES INC held 188,909 IWF 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 188,909 shares
    Change vs previous 13F +136,784 shares

    0.99% of the 13F portfolio, value $23,456,879.

    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 52,125 shares
    Change vs previous 13F -2,582 shares

    1.03% of the 13F portfolio, value $22,226,169.

    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 54,707 shares
    Change vs previous 13F -198 shares

    1.18% of the 13F portfolio, value $25,892,796.

    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 54,905 shares
    Change vs previous 13F -1,035 shares

    1.18% of the 13F portfolio, value $25,717,909.

    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 55,940 shares
    Change vs previous 13F -251 shares

    1.16% of the 13F portfolio, value $23,751,017.

    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 56,191 shares
    Change vs previous 13F +747 shares

    1.01% of the 13F portfolio, value $20,289,916.

    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 55,444 shares
    Change vs previous 13F +3,571 shares

    1.06% of the 13F portfolio, value $22,265,380.

    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 51,873 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $19,472,089.

    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).