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MONTAG A & ASSOCIATES INC: SPHQ position timeline

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

MONTAG A & ASSOCIATES INC held 60,299 SPHQ 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 60,299 shares
    Change vs previous 13F -129 shares

    0.23% of the 13F portfolio, value $5,432,940.

    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 60,428 shares
    Change vs previous 13F -6,054 shares

    0.21% of the 13F portfolio, value $4,543,582.

    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 66,482 shares
    Change vs previous 13F -3,428 shares

    0.23% of the 13F portfolio, value $4,989,475.

    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 69,910 shares
    Change vs previous 13F +2,250 shares

    0.24% of the 13F portfolio, value $5,123,704.

    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 67,660 shares
    Change vs previous 13F -3,206 shares

    0.23% of the 13F portfolio, value $4,821,452.

    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 70,866 shares
    Change vs previous 13F +1,093 shares

    0.24% of the 13F portfolio, value $4,701,251.

    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 69,773 shares
    Change vs previous 13F -302 shares

    0.22% of the 13F portfolio, value $4,676,885.

    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 70,075 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,713,946.

    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).