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MONTAG A & ASSOCIATES INC: MLM position timeline

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

MONTAG A & ASSOCIATES INC held 2,941 MLM 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 2,941 shares
    Change vs previous 13F -128 shares

    0.07% of the 13F portfolio, value $1,696,181.

    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 3,069 shares
    Change vs previous 13F +29 shares

    0.08% of the 13F portfolio, value $1,806,768.

    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 3,040 shares
    Change vs previous 13F -1,693 shares

    0.09% of the 13F portfolio, value $1,893,001.

    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 4,733 shares
    Change vs previous 13F -30 shares

    0.14% of the 13F portfolio, value $2,983,232.

    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 4,763 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $2,614,798.

    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 4,813 shares
    Change vs previous 13F -119 shares

    0.12% of the 13F portfolio, value $2,301,328.

    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 4,932 shares
    Change vs previous 13F -25 shares

    0.12% of the 13F portfolio, value $2,547,310.

    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 4,957 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,668,035.

    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).