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MONTAG A & ASSOCIATES INC: PHM position timeline

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

MONTAG A & ASSOCIATES INC held 42,265 PHM 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 42,265 shares
    Change vs previous 13F -775 shares

    0.25% of the 13F portfolio, value $5,808,337.

    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 43,040 shares
    Change vs previous 13F +2,972 shares

    0.24% of the 13F portfolio, value $5,071,292.

    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 40,068 shares
    Change vs previous 13F +5,987 shares

    0.21% of the 13F portfolio, value $4,705,492.

    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 34,081 shares
    Change vs previous 13F -34 shares

    0.21% of the 13F portfolio, value $4,509,125.

    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 34,115 shares
    Change vs previous 13F -80 shares

    0.18% of the 13F portfolio, value $3,603,777.

    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 34,195 shares
    Change vs previous 13F -2,354 shares

    0.18% of the 13F portfolio, value $3,521,273.

    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 36,549 shares
    Change vs previous 13F +49 shares

    0.19% of the 13F portfolio, value $3,986,731.

    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 36,500 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,244,785.

    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).