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MONTAG A & ASSOCIATES INC: NDAQ position timeline

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

MONTAG A & ASSOCIATES INC held 41,037 NDAQ 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 41,037 shares
    Change vs previous 13F -910 shares

    0.14% of the 13F portfolio, value $3,234,537.

    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 41,947 shares
    Change vs previous 13F -20,268 shares

    0.17% of the 13F portfolio, value $3,560,881.

    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 62,215 shares
    Change vs previous 13F -1,916 shares

    0.28% of the 13F portfolio, value $6,042,943.

    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 64,131 shares
    Change vs previous 13F +1,657 shares

    0.26% of the 13F portfolio, value $5,672,387.

    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 62,474 shares
    Change vs previous 13F -710 shares

    0.27% of the 13F portfolio, value $5,586,426.

    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 63,184 shares
    Change vs previous 13F +602 shares

    0.24% of the 13F portfolio, value $4,793,139.

    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 62,582 shares
    Change vs previous 13F +4,619 shares

    0.23% of the 13F portfolio, value $4,838,215.

    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 57,963 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,231,879.

    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).