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MONTAG A & ASSOCIATES INC: SHY position timeline

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

MONTAG A & ASSOCIATES INC held 210,022 SHY 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 210,022 shares
    Change vs previous 13F +10,159 shares

    0.73% of the 13F portfolio, value $17,244,907.

    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 199,863 shares
    Change vs previous 13F +19,708 shares

    0.77% of the 13F portfolio, value $16,502,688.

    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 180,155 shares
    Change vs previous 13F +10,576 shares

    0.68% of the 13F portfolio, value $14,920,438.

    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 169,579 shares
    Change vs previous 13F -73 shares

    0.65% of the 13F portfolio, value $14,068,274.

    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 169,652 shares
    Change vs previous 13F -3,106 shares

    0.69% of the 13F portfolio, value $14,057,365.

    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 172,758 shares
    Change vs previous 13F -11,366 shares

    0.71% of the 13F portfolio, value $14,292,270.

    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 184,124 shares
    Change vs previous 13F +66,292 shares

    0.72% of the 13F portfolio, value $15,094,486.

    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 117,832 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,797,731.

    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).