MONTAG A & ASSOCIATES INC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on PLTR, newest first. How the timeline and the estimate are built.
MONTAG A & ASSOCIATES INC held 709 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 709 sharesChange vs previous 13F -859 shares
<0.01% of the 13F portfolio, value $82,720.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,568 sharesChange vs previous 13F -650 shares
0.01% of the 13F portfolio, value $229,368.
13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,218 sharesChange vs previous 13F -1,234 shares
0.02% of the 13F portfolio, value $394,250.
13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,452 sharesChange vs previous 13F -419 shares
0.03% of the 13F portfolio, value $629,714.
13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,871 sharesChange vs previous 13F -529 shares
0.03% of the 13F portfolio, value $527,695.
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,400 sharesChange vs previous 13F +441 shares
0.02% of the 13F portfolio, value $371,360.
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,959 sharesChange vs previous 13F -50 shares
0.01% of the 13F portfolio, value $299,420.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,009 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $149,135.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).