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MONTAG A & ASSOCIATES INC: TRV position timeline

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

MONTAG A & ASSOCIATES INC held 1,896 TRV 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 1,896 shares
    Change vs previous 13F -7,612 shares

    0.03% of the 13F portfolio, value $625,871.

    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 9,508 shares
    Change vs previous 13F -662 shares

    0.13% of the 13F portfolio, value $2,773,294.

    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 10,170 shares
    Change vs previous 13F +326 shares

    0.13% of the 13F portfolio, value $2,949,911.

    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 9,844 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $2,748,642.

    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 9,833 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,630,721.

    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 9,833 shares
    Change vs previous 13F -286 shares

    0.13% of the 13F portfolio, value $2,600,436.

    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 10,119 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,437,566.

    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 10,119 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,369,061.

    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).