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MONTAG A & ASSOCIATES INC: LLY position timeline

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

MONTAG A & ASSOCIATES INC held 29,430 LLY 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 29,430 shares
    Change vs previous 13F +678 shares

    1.49% of the 13F portfolio, value $35,299,208.

    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 28,752 shares
    Change vs previous 13F +543 shares

    1.23% of the 13F portfolio, value $26,445,510.

    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 28,209 shares
    Change vs previous 13F +5,906 shares

    1.38% of the 13F portfolio, value $30,316,001.

    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 22,303 shares
    Change vs previous 13F -335 shares

    0.78% of the 13F portfolio, value $17,017,325.

    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 22,638 shares
    Change vs previous 13F -284 shares

    0.86% of the 13F portfolio, value $17,646,736.

    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 22,922 shares
    Change vs previous 13F -573 shares

    0.95% of the 13F portfolio, value $18,931,918.

    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 23,495 shares
    Change vs previous 13F -5,119 shares

    0.86% of the 13F portfolio, value $18,138,210.

    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 28,614 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $25,350,490.

    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).