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MONTAG A & ASSOCIATES INC: UBER position timeline

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

MONTAG A & ASSOCIATES INC held 63,581 UBER 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 63,581 shares
    Change vs previous 13F +5,103 shares

    0.19% of the 13F portfolio, value $4,588,022.

    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 58,478 shares
    Change vs previous 13F -3,935 shares

    0.2% of the 13F portfolio, value $4,206,340.

    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 62,413 shares
    Change vs previous 13F -45,427 shares

    0.23% of the 13F portfolio, value $5,099,785.

    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 107,840 shares
    Change vs previous 13F +14,942 shares

    0.49% of the 13F portfolio, value $10,565,090.

    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 92,898 shares
    Change vs previous 13F +89,416 shares

    0.42% of the 13F portfolio, value $8,667,389.

    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 3,482 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $253,702.

    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 3,482 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $210,037.

    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 4,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,594.

    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).