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MONTAG A & ASSOCIATES INC: QQQ position timeline

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

MONTAG A & ASSOCIATES INC held 7,350 QQQ 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 7,350 shares
    Change vs previous 13F -2,289 shares

    0.23% of the 13F portfolio, value $5,418,494.

    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 9,639 shares
    Change vs previous 13F +1,083 shares

    0.26% of the 13F portfolio, value $5,563,439.

    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 8,556 shares
    Change vs previous 13F +87 shares

    0.24% of the 13F portfolio, value $5,256,037.

    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 8,469 shares
    Change vs previous 13F +1,017 shares

    0.23% of the 13F portfolio, value $5,090,392.

    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 7,452 shares
    Change vs previous 13F +1,109 shares

    0.2% of the 13F portfolio, value $4,114,664.

    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 6,343 shares
    Change vs previous 13F +541 shares

    0.15% of the 13F portfolio, value $2,978,927.

    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 5,802 shares
    Change vs previous 13F -1,252 shares

    0.14% of the 13F portfolio, value $2,966,187.

    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 7,054 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,447,302.

    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).