Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: KVUE position timeline

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

MONTAG A & ASSOCIATES INC held 10,156 KVUE 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 10,156 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $194,082.

    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 10,156 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $175,090.

    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 9,556 shares
    Change vs previous 13F -397 shares

    0.01% of the 13F portfolio, value $164,841.

    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 9,953 shares
    Change vs previous 13F -1,652 shares

    0.01% of the 13F portfolio, value $161,538.

    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 11,605 shares
    Change vs previous 13F -2,946 shares

    0.01% of the 13F portfolio, value $242,893.

    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 14,551 shares
    Change vs previous 13F -1,669 shares

    0.02% of the 13F portfolio, value $348,933.

    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 16,220 shares
    Change vs previous 13F -2,718 shares

    0.02% of the 13F portfolio, value $346,294.

    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 18,938 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $438,032.

    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).