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MONTAG A & ASSOCIATES INC: TXT position timeline

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

MONTAG A & ASSOCIATES INC held 8,090 TXT 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 8,090 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $742,258.

    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 8,090 shares
    Change vs previous 13F -1,115 shares

    0.03% of the 13F portfolio, value $708,523.

    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 9,205 shares
    Change vs previous 13F -4,136 shares

    0.04% of the 13F portfolio, value $802,584.

    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 13,341 shares
    Change vs previous 13F -4,509 shares

    0.05% of the 13F portfolio, value $1,127,448.

    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 17,850 shares
    Change vs previous 13F -1,308 shares

    0.07% of the 13F portfolio, value $1,433,545.

    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 19,158 shares
    Change vs previous 13F -1,177 shares

    0.07% of the 13F portfolio, value $1,384,549.

    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 20,335 shares
    Change vs previous 13F -5,084 shares

    0.07% of the 13F portfolio, value $1,555,937.

    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 25,419 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,252,151.

    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).