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MONTAG A & ASSOCIATES INC: JPST position timeline

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

MONTAG A & ASSOCIATES INC held 610,033 JPST 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 610,033 shares
    Change vs previous 13F +374,889 shares

    1.3% of the 13F portfolio, value $30,849,369.

    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 235,144 shares
    Change vs previous 13F -41,159 shares

    0.55% of the 13F portfolio, value $11,900,638.

    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 276,303 shares
    Change vs previous 13F -29,419 shares

    0.64% of the 13F portfolio, value $14,025,794.

    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 305,722 shares
    Change vs previous 13F -40,778 shares

    0.71% of the 13F portfolio, value $15,509,278.

    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 346,500 shares
    Change vs previous 13F +82,118 shares

    0.86% of the 13F portfolio, value $17,560,620.

    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 264,382 shares
    Change vs previous 13F +115,535 shares

    0.67% of the 13F portfolio, value $13,385,654.

    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 148,847 shares
    Change vs previous 13F +15,507 shares

    0.36% of the 13F portfolio, value $7,528,217.

    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 133,340 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,765,660.

    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).