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MONTAG A & ASSOCIATES INC: SPY position timeline

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

MONTAG A & ASSOCIATES INC held 173,415 SPY 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 173,415 shares
    Change vs previous 13F -5,232 shares

    5.48% of the 13F portfolio, value $129,828,435.

    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 178,647 shares
    Change vs previous 13F -510 shares

    5.41% of the 13F portfolio, value $116,500,737.

    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 179,157 shares
    Change vs previous 13F +2,689 shares

    5.59% of the 13F portfolio, value $122,522,564.

    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 176,468 shares
    Change vs previous 13F +1,644 shares

    5.43% of the 13F portfolio, value $117,881,945.

    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 174,824 shares
    Change vs previous 13F -5,454 shares

    5.28% of the 13F portfolio, value $108,321,010.

    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 180,278 shares
    Change vs previous 13F -3,374 shares

    5.06% of the 13F portfolio, value $101,154,504.

    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 183,652 shares
    Change vs previous 13F -176 shares

    5.13% of the 13F portfolio, value $107,995,932.

    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 183,828 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $105,793,629.

    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).