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MONTAG A & ASSOCIATES INC: KRE position timeline

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

MONTAG A & ASSOCIATES INC held 31,599 KRE 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 31,599 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,365,186.

    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 31,599 shares
    Change vs previous 13F -1,010 shares

    0.1% of the 13F portfolio, value $2,058,675.

    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 32,609 shares
    Change vs previous 13F -70,140 shares

    0.1% of the 13F portfolio, value $2,113,390.

    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 102,749 shares
    Change vs previous 13F -483 shares

    0.3% of the 13F portfolio, value $6,504,012.

    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 103,232 shares
    Change vs previous 13F -70,597 shares

    0.3% of the 13F portfolio, value $6,130,951.

    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 173,829 shares
    Change vs previous 13F -7,856 shares

    0.49% of the 13F portfolio, value $9,882,178.

    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 181,685 shares
    Change vs previous 13F -1,235 shares

    0.52% of the 13F portfolio, value $10,964,690.

    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 182,920 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $10,353,272.

    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).