MONTAG A & ASSOCIATES INC: STPZ position timeline

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

MONTAG A & ASSOCIATES INC held 9,525 STPZ 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 9,525 shares
Change vs previous 13F +140 shares
0.02% of the 13F portfolio, value $508,063.
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 9,385 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $507,791.
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 9,385 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $505,195.
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).