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MONTAG A & ASSOCIATES INC: ORLY position timeline

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

MONTAG A & ASSOCIATES INC held 21,250 ORLY 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 21,250 shares
    Change vs previous 13F -570 shares

    0.08% of the 13F portfolio, value $1,956,913.

    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 21,820 shares
    Change vs previous 13F +1,004 shares

    0.09% of the 13F portfolio, value $2,014,205.

    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 20,816 shares
    Change vs previous 13F +150 shares

    0.09% of the 13F portfolio, value $1,898,628.

    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 20,666 shares
    Change vs previous 13F -177 shares

    0.1% of the 13F portfolio, value $2,228,002.

    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 20,843 shares
    Change vs previous 13F +19,462 shares

    0.09% of the 13F portfolio, value $1,878,580.

    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 1,381 shares
    Change vs previous 13F -29 shares

    0.1% of the 13F portfolio, value $1,978,393.

    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 1,410 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $1,671,978.

    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 1,452 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,672,124.

    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).