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MONTAG A & ASSOCIATES INC: PFE position timeline

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

MONTAG A & ASSOCIATES INC held 50,191 PFE 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 50,191 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $1,208,600.

    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 50,279 shares
    Change vs previous 13F -2,402 shares

    0.07% of the 13F portfolio, value $1,411,847.

    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 52,681 shares
    Change vs previous 13F -470 shares

    0.06% of the 13F portfolio, value $1,311,757.

    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 53,151 shares
    Change vs previous 13F -9,159 shares

    0.06% of the 13F portfolio, value $1,354,288.

    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 62,310 shares
    Change vs previous 13F -4,884 shares

    0.07% of the 13F portfolio, value $1,510,400.

    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 67,194 shares
    Change vs previous 13F -8,468 shares

    0.09% of the 13F portfolio, value $1,702,689.

    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 75,662 shares
    Change vs previous 13F -4,810 shares

    0.1% of the 13F portfolio, value $2,007,326.

    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 80,472 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,328,874.

    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).