Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: TT position timeline

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

MONTAG A & ASSOCIATES INC held 5,899 TT 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 5,899 shares
    Change vs previous 13F -142 shares

    0.12% of the 13F portfolio, value $2,897,234.

    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 6,041 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,517,519.

    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 6,041 shares
    Change vs previous 13F +536 shares

    0.11% of the 13F portfolio, value $2,351,150.

    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 5,505 shares
    Change vs previous 13F +214 shares

    0.11% of the 13F portfolio, value $2,322,682.

    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 5,291 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,314,121.

    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 5,291 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $1,782,478.

    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 5,293 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $1,954,788.

    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 5,294 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,058,126.

    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).