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MONTAG A & ASSOCIATES INC: MAR position timeline

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

MONTAG A & ASSOCIATES INC held 43,199 MAR 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 43,199 shares
    Change vs previous 13F -517 shares

    0.68% of the 13F portfolio, value $16,009,118.

    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 43,716 shares
    Change vs previous 13F -427 shares

    0.66% of the 13F portfolio, value $14,298,193.

    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 44,143 shares
    Change vs previous 13F -310 shares

    0.62% of the 13F portfolio, value $13,694,925.

    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 44,453 shares
    Change vs previous 13F +945 shares

    0.53% of the 13F portfolio, value $11,577,466.

    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 43,508 shares
    Change vs previous 13F -2,295 shares

    0.58% of the 13F portfolio, value $11,886,954.

    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 45,803 shares
    Change vs previous 13F -1,251 shares

    0.55% of the 13F portfolio, value $10,910,382.

    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 47,054 shares
    Change vs previous 13F -804 shares

    0.62% of the 13F portfolio, value $13,125,356.

    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 47,858 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $11,897,592.

    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).