Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: SOXX position timeline

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

MONTAG A & ASSOCIATES INC held 3,870 SOXX 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 3,870 shares
    Change vs previous 13F -239 shares

    0.1% of the 13F portfolio, value $2,479,742.

    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 4,109 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,350,464.

    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 4,109 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,237,426.

    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 4,109 shares
    Change vs previous 13F +181 shares

    0.05% of the 13F portfolio, value $1,114,033.

    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 3,928 shares
    Change vs previous 13F -15,840 shares

    0.05% of the 13F portfolio, value $937,614.

    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 19,768 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,719,790.

    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 19,768 shares
    Change vs previous 13F -24,234 shares

    0.2% of the 13F portfolio, value $4,259,846.

    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 44,002 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $10,146,446.

    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).