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MONTAG A & ASSOCIATES INC: MU position timeline

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

MONTAG A & ASSOCIATES INC held 10,836 MU 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 10,836 shares
    Change vs previous 13F -3,365 shares

    0.53% of the 13F portfolio, value $12,507,523.

    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 14,201 shares
    Change vs previous 13F -2,870 shares

    0.22% of the 13F portfolio, value $4,799,887.

    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 17,071 shares
    Change vs previous 13F -16,116 shares

    0.22% of the 13F portfolio, value $4,874,337.

    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 33,187 shares
    Change vs previous 13F +7,722 shares

    0.26% of the 13F portfolio, value $5,552,894.

    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 25,465 shares
    Change vs previous 13F -12,130 shares

    0.15% of the 13F portfolio, value $3,138,592.

    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 37,595 shares
    Change vs previous 13F -526 shares

    0.16% of the 13F portfolio, value $3,270,975.

    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 38,121 shares
    Change vs previous 13F -64,574 shares

    0.15% of the 13F portfolio, value $3,213,220.

    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 102,695 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $10,650,510.

    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).