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MONTAG A & ASSOCIATES INC: UMH position timeline

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

MONTAG A & ASSOCIATES INC held 258,354 UMH 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 258,354 shares
    Change vs previous 13F -3,297 shares

    0.17% of the 13F portfolio, value $3,911,477.

    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 261,651 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,775,622.

    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 261,651 shares
    Change vs previous 13F -4,160 shares

    0.19% of the 13F portfolio, value $4,162,865.

    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 265,811 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,947,291.

    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 265,811 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $4,462,964.

    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 265,811 shares
    Change vs previous 13F -1,600 shares

    0.25% of the 13F portfolio, value $4,970,663.

    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 267,411 shares
    Change vs previous 13F -3,500 shares

    0.24% of the 13F portfolio, value $5,048,717.

    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 270,911 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,328,816.

    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).