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MONTAG A & ASSOCIATES INC: PG position timeline

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

MONTAG A & ASSOCIATES INC held 68,914 PG 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 68,914 shares
    Change vs previous 13F +1,320 shares

    0.43% of the 13F portfolio, value $10,105,492.

    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 67,594 shares
    Change vs previous 13F +6,000 shares

    0.45% of the 13F portfolio, value $9,763,221.

    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 61,594 shares
    Change vs previous 13F +2,906 shares

    0.4% of the 13F portfolio, value $8,826,980.

    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 58,688 shares
    Change vs previous 13F -1,928 shares

    0.42% of the 13F portfolio, value $9,017,412.

    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 60,616 shares
    Change vs previous 13F -14,689 shares

    0.47% of the 13F portfolio, value $9,657,342.

    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 75,305 shares
    Change vs previous 13F -145 shares

    0.64% of the 13F portfolio, value $12,833,514.

    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 75,450 shares
    Change vs previous 13F -529 shares

    0.6% of the 13F portfolio, value $12,649,182.

    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 75,979 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $13,159,573.

    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).