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MONTAG A & ASSOCIATES INC: META position timeline

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

MONTAG A & ASSOCIATES INC held 4,867 META 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 4,867 shares
    Change vs previous 13F -737 shares

    0.12% of the 13F portfolio, value $2,741,492.

    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 5,604 shares
    Change vs previous 13F -1,664 shares

    0.15% of the 13F portfolio, value $3,206,491.

    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 7,268 shares
    Change vs previous 13F -5,957 shares

    0.22% of the 13F portfolio, value $4,797,850.

    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 13,225 shares
    Change vs previous 13F -95 shares

    0.45% of the 13F portfolio, value $9,711,837.

    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 13,320 shares
    Change vs previous 13F +953 shares

    0.48% of the 13F portfolio, value $9,831,436.

    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 12,367 shares
    Change vs previous 13F +6,049 shares

    0.36% of the 13F portfolio, value $7,127,964.

    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 6,318 shares
    Change vs previous 13F +788 shares

    0.18% of the 13F portfolio, value $3,699,351.

    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 5,530 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,165,690.

    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).