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MONTAG A & ASSOCIATES INC: PFF position timeline

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

MONTAG A & ASSOCIATES INC held 9,326 PFF 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 9,326 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $284,350.

    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 9,576 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $290,345.

    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 9,716 shares
    Change vs previous 13F -4,227 shares

    0.01% of the 13F portfolio, value $300,808.

    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 13,943 shares
    Change vs previous 13F -2,260 shares

    0.02% of the 13F portfolio, value $440,878.

    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 16,203 shares
    Change vs previous 13F -9,061 shares

    0.02% of the 13F portfolio, value $497,109.

    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 25,264 shares
    Change vs previous 13F -10,543 shares

    0.04% of the 13F portfolio, value $776,363.

    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 35,807 shares
    Change vs previous 13F +3,461 shares

    0.05% of the 13F portfolio, value $1,125,773.

    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 32,346 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,074,858.

    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).