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MONTAG A & ASSOCIATES INC: SDY position timeline

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

MONTAG A & ASSOCIATES INC held 18,777 SDY 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 18,777 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,857,484.

    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 18,777 shares
    Change vs previous 13F +300 shares

    0.13% of the 13F portfolio, value $2,740,316.

    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 18,477 shares
    Change vs previous 13F -500 shares

    0.12% of the 13F portfolio, value $2,571,260.

    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 18,977 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,657,729.

    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 18,977 shares
    Change vs previous 13F -1,263 shares

    0.13% of the 13F portfolio, value $2,575,749.

    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 20,240 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $2,746,207.

    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 20,237 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $2,673,251.

    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 20,232 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,873,726.

    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).