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MONTAG A & ASSOCIATES INC: MSFT position timeline

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

MONTAG A & ASSOCIATES INC held 132,404 MSFT 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 132,404 shares
    Change vs previous 13F -5,987 shares

    2.09% of the 13F portfolio, value $49,389,351.

    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 138,391 shares
    Change vs previous 13F -184 shares

    2.38% of the 13F portfolio, value $51,228,347.

    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 138,575 shares
    Change vs previous 13F -2,760 shares

    3.06% of the 13F portfolio, value $67,017,630.

    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 141,335 shares
    Change vs previous 13F +5,105 shares

    3.37% of the 13F portfolio, value $73,204,478.

    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 136,230 shares
    Change vs previous 13F -7,787 shares

    3.3% of the 13F portfolio, value $67,762,103.

    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 144,017 shares
    Change vs previous 13F -730 shares

    2.7% of the 13F portfolio, value $54,062,633.

    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 144,747 shares
    Change vs previous 13F +463 shares

    2.9% of the 13F portfolio, value $61,010,919.

    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 144,284 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $62,085,544.

    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).