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MONTAG A & ASSOCIATES INC: TSM position timeline

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

MONTAG A & ASSOCIATES INC held 55,862 TSM 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 55,862 shares
    Change vs previous 13F +546 shares

    1.13% of the 13F portfolio, value $26,728,490.

    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 55,316 shares
    Change vs previous 13F -4,918 shares

    0.87% of the 13F portfolio, value $18,750,828.

    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 60,234 shares
    Change vs previous 13F +8,996 shares

    0.84% of the 13F portfolio, value $18,348,858.

    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 51,238 shares
    Change vs previous 13F -1,700 shares

    0.66% of the 13F portfolio, value $14,350,845.

    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 52,938 shares
    Change vs previous 13F +547 shares

    0.59% of the 13F portfolio, value $12,029,648.

    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 52,391 shares
    Change vs previous 13F +6,895 shares

    0.44% of the 13F portfolio, value $8,731,353.

    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 45,496 shares
    Change vs previous 13F +1,622 shares

    0.43% of the 13F portfolio, value $9,011,438.

    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 43,874 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $7,646,363.

    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).