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MONTAG A & ASSOCIATES INC: SCHW position timeline

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

MONTAG A & ASSOCIATES INC held 39,480 SCHW 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 39,480 shares
    Change vs previous 13F -4,500 shares

    0.15% of the 13F portfolio, value $3,642,820.

    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 43,980 shares
    Change vs previous 13F -673 shares

    0.19% of the 13F portfolio, value $4,133,241.

    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 44,653 shares
    Change vs previous 13F -3,963 shares

    0.2% of the 13F portfolio, value $4,461,282.

    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 48,616 shares
    Change vs previous 13F -5,725 shares

    0.21% of the 13F portfolio, value $4,641,370.

    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 54,341 shares
    Change vs previous 13F -1,558 shares

    0.24% of the 13F portfolio, value $4,958,081.

    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 55,899 shares
    Change vs previous 13F +2,743 shares

    0.22% of the 13F portfolio, value $4,375,761.

    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 53,156 shares
    Change vs previous 13F -589 shares

    0.19% of the 13F portfolio, value $3,934,043.

    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 53,745 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,483,234.

    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).