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MONTAG A & ASSOCIATES INC: OLED position timeline

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

MONTAG A & ASSOCIATES INC held 9,528 OLED 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 9,528 shares
    Change vs previous 13F -2,113 shares

    0.03% of the 13F portfolio, value $824,989.

    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 11,641 shares
    Change vs previous 13F +599 shares

    0.05% of the 13F portfolio, value $1,066,972.

    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 11,042 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,289,472.

    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 11,042 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $1,585,946.

    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 11,040 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $1,705,310.

    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 11,038 shares
    Change vs previous 13F -1,677 shares

    0.08% of the 13F portfolio, value $1,539,534.

    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 12,715 shares
    Change vs previous 13F -276 shares

    0.09% of the 13F portfolio, value $1,858,969.

    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 12,991 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,726,915.

    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).