MONTAG A & ASSOCIATES INC: SPGI position timeline

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

MONTAG A & ASSOCIATES INC held 3,366 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 3,366 shares
Change vs previous 13F -100 shares
0.06% of the 13F portfolio, value $1,370,838.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,466 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $1,474,229.
13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,466 shares
Change vs previous 13F -379 shares
0.08% of the 13F portfolio, value $1,811,297.
13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,845 shares
Change vs previous 13F +339 shares
0.09% of the 13F portfolio, value $1,871,400.
13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,506 shares
Change vs previous 13F -487 shares
0.09% of the 13F portfolio, value $1,848,679.
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,993 shares
Change vs previous 13F -147 shares
0.1% of the 13F portfolio, value $2,028,844.
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,140 shares
Change vs previous 13F -344 shares
0.1% of the 13F portfolio, value $2,061,959.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,484 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $2,316,643.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).