Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: MCK position timeline

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

MONTAG A & ASSOCIATES INC held 4,811 MCK 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 4,811 shares
    Change vs previous 13F +86 shares

    0.15% of the 13F portfolio, value $3,637,846.

    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 4,725 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $4,091,481.

    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 4,725 shares
    Change vs previous 13F +98 shares

    0.18% of the 13F portfolio, value $3,878,541.

    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 4,627 shares
    Change vs previous 13F -34 shares

    0.16% of the 13F portfolio, value $3,577,343.

    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 4,661 shares
    Change vs previous 13F -68 shares

    0.17% of the 13F portfolio, value $3,418,087.

    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 4,729 shares
    Change vs previous 13F -34 shares

    0.16% of the 13F portfolio, value $3,184,737.

    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 4,763 shares
    Change vs previous 13F -119 shares

    0.13% of the 13F portfolio, value $2,716,568.

    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 4,882 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,418,934.

    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).