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MONTAG A & ASSOCIATES INC: SOLZ position timeline

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

MONTAG A & ASSOCIATES INC held 1,648 SOLZ 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 1,648 shares
    Change vs previous 13F -1,103 shares

    <0.01% of the 13F portfolio, value $12,163.

    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 2,751 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,997.

    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 2,751 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $35,048.

    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 2,751 shares
    Change vs previous 13F +1,654 shares

    <0.01% of the 13F portfolio, value $60,853.

    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 1,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,319.

    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).