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MONTAG A & ASSOCIATES INC: PAVE position timeline

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

MONTAG A & ASSOCIATES INC held 99,806 PAVE 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 99,806 shares
    Change vs previous 13F -2,245 shares

    0.25% of the 13F portfolio, value $5,890,815.

    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 102,051 shares
    Change vs previous 13F -1,286 shares

    0.24% of the 13F portfolio, value $5,185,208.

    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 103,337 shares
    Change vs previous 13F -6,693 shares

    0.23% of the 13F portfolio, value $4,959,553.

    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 110,030 shares
    Change vs previous 13F -2,208 shares

    0.24% of the 13F portfolio, value $5,240,743.

    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 112,238 shares
    Change vs previous 13F -4,736 shares

    0.24% of the 13F portfolio, value $4,903,684.

    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 116,974 shares
    Change vs previous 13F -1,186 shares

    0.22% of the 13F portfolio, value $4,413,423.

    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 118,160 shares
    Change vs previous 13F +262 shares

    0.23% of the 13F portfolio, value $4,791,337.

    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 117,898 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,852,699.

    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).