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MONTAG A & ASSOCIATES INC: IWM position timeline

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

MONTAG A & ASSOCIATES INC held 13,792 IWM 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 13,792 shares
    Change vs previous 13F -6,577 shares

    0.18% of the 13F portfolio, value $4,143,807.

    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 20,369 shares
    Change vs previous 13F -919 shares

    0.23% of the 13F portfolio, value $5,051,512.

    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 21,288 shares
    Change vs previous 13F -5,843 shares

    0.24% of the 13F portfolio, value $5,240,255.

    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 27,131 shares
    Change vs previous 13F -2,954 shares

    0.3% of the 13F portfolio, value $6,564,617.

    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 30,085 shares
    Change vs previous 13F -8,812 shares

    0.32% of the 13F portfolio, value $6,492,043.

    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 38,897 shares
    Change vs previous 13F -2,137 shares

    0.39% of the 13F portfolio, value $7,759,563.

    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 41,034 shares
    Change vs previous 13F -1,666 shares

    0.43% of the 13F portfolio, value $9,066,873.

    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 42,700 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $9,432,003.

    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).