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MONTAG A & ASSOCIATES INC: RSG position timeline

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

MONTAG A & ASSOCIATES INC held 14,856 RSG 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 14,856 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $3,165,517.

    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 15,056 shares
    Change vs previous 13F +200 shares

    0.15% of the 13F portfolio, value $3,297,566.

    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 14,856 shares
    Change vs previous 13F -540 shares

    0.14% of the 13F portfolio, value $3,148,433.

    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 15,396 shares
    Change vs previous 13F +1,285 shares

    0.16% of the 13F portfolio, value $3,533,075.

    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 14,111 shares
    Change vs previous 13F -250 shares

    0.17% of the 13F portfolio, value $3,479,914.

    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 14,361 shares
    Change vs previous 13F -122 shares

    0.17% of the 13F portfolio, value $3,477,660.

    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 14,483 shares
    Change vs previous 13F -480 shares

    0.14% of the 13F portfolio, value $2,913,690.

    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 14,963 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,005,169.

    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).