Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: SYK position timeline

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

MONTAG A & ASSOCIATES INC held 34,949 SYK 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 34,949 shares
    Change vs previous 13F +1,837 shares

    0.47% of the 13F portfolio, value $11,033,700.

    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 33,112 shares
    Change vs previous 13F -2,762 shares

    0.51% of the 13F portfolio, value $10,909,345.

    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 35,874 shares
    Change vs previous 13F -330 shares

    0.58% of the 13F portfolio, value $12,639,837.

    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 36,204 shares
    Change vs previous 13F -787 shares

    0.62% of the 13F portfolio, value $13,413,677.

    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 36,991 shares
    Change vs previous 13F -521 shares

    0.71% of the 13F portfolio, value $14,665,655.

    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 37,512 shares
    Change vs previous 13F +305 shares

    0.7% of the 13F portfolio, value $13,995,534.

    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 37,207 shares
    Change vs previous 13F -124 shares

    0.64% of the 13F portfolio, value $13,427,779.

    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 37,331 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $13,516,115.

    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).