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MONTAG A & ASSOCIATES INC: PH position timeline

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

MONTAG A & ASSOCIATES INC held 13,942 PH 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 13,942 shares
    Change vs previous 13F -409 shares

    0.58% of the 13F portfolio, value $13,637,403.

    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 14,351 shares
    Change vs previous 13F -280 shares

    0.6% of the 13F portfolio, value $12,848,005.

    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 14,631 shares
    Change vs previous 13F -882 shares

    0.59% of the 13F portfolio, value $12,860,064.

    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 15,513 shares
    Change vs previous 13F -147 shares

    0.54% of the 13F portfolio, value $11,761,181.

    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 15,660 shares
    Change vs previous 13F -2,481 shares

    0.53% of the 13F portfolio, value $10,938,041.

    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 18,141 shares
    Change vs previous 13F -496 shares

    0.55% of the 13F portfolio, value $11,026,706.

    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 18,637 shares
    Change vs previous 13F -494 shares

    0.56% of the 13F portfolio, value $11,853,979.

    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 19,131 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $12,087,604.

    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).