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MONTAG A & ASSOCIATES INC: PANW position timeline

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

MONTAG A & ASSOCIATES INC held 5,605 PANW 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 5,605 shares
    Change vs previous 13F -296 shares

    0.08% of the 13F portfolio, value $1,911,288.

    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 5,901 shares
    Change vs previous 13F -4,222 shares

    0.04% of the 13F portfolio, value $946,087.

    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 10,123 shares
    Change vs previous 13F -641 shares

    0.09% of the 13F portfolio, value $1,864,701.

    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 10,764 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $2,191,844.

    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 10,706 shares
    Change vs previous 13F +2,417 shares

    0.11% of the 13F portfolio, value $2,190,860.

    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 8,289 shares
    Change vs previous 13F +4,514 shares

    0.07% of the 13F portfolio, value $1,414,357.

    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 3,775 shares
    Change vs previous 13F +1,887 shares

    0.03% of the 13F portfolio, value $686,816.

    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 1,888 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $645,481.

    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).