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MONTAG A & ASSOCIATES INC: MDY position timeline

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

MONTAG A & ASSOCIATES INC held 101,656 MDY 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 101,656 shares
    Change vs previous 13F -2,470 shares

    3.03% of the 13F portfolio, value $71,671,652.

    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 104,126 shares
    Change vs previous 13F +660 shares

    2.99% of the 13F portfolio, value $64,378,035.

    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 103,466 shares
    Change vs previous 13F -1,735 shares

    2.86% of the 13F portfolio, value $62,644,730.

    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 105,201 shares
    Change vs previous 13F -293 shares

    2.89% of the 13F portfolio, value $62,873,233.

    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 105,494 shares
    Change vs previous 13F -1,949 shares

    2.92% of the 13F portfolio, value $59,950,690.

    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 107,443 shares
    Change vs previous 13F -948 shares

    2.87% of the 13F portfolio, value $57,459,315.

    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 108,391 shares
    Change vs previous 13F -2,042 shares

    2.94% of the 13F portfolio, value $61,962,571.

    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 110,433 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $63,091,587.

    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).