MONTAG A & ASSOCIATES INC: ROKU position timeline

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

MONTAG A & ASSOCIATES INC held 15,079 ROKU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 15,079 shares
Change vs previous 13F +15,079 shares
0.09% of the 13F portfolio, value $2,083,014.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -6 shares
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 6 shares
Change vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $447.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $448.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).