MONTAG A & ASSOCIATES INC: MAS position timeline

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

MONTAG A & ASSOCIATES INC held 49,604 MAS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 49,604 shares
Change vs previous 13F -226 shares
0.17% of the 13F portfolio, value $4,036,278.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 49,830 shares
Change vs previous 13F -226 shares
0.14% of the 13F portfolio, value $3,008,238.
13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 50,056 shares
Change vs previous 13F -10,769 shares
0.14% of the 13F portfolio, value $3,176,554.
13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 60,825 shares
Change vs previous 13F -431 shares
0.2% of the 13F portfolio, value $4,281,472.
13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 61,256 shares
Change vs previous 13F -1,174 shares
0.19% of the 13F portfolio, value $3,942,437.
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 62,430 shares
Change vs previous 13F -1,863 shares
0.22% of the 13F portfolio, value $4,341,402.
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 64,293 shares
Change vs previous 13F -1,188 shares
0.22% of the 13F portfolio, value $4,665,744.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 65,481 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $5,496,476.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).