Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: UNH position timeline

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

MONTAG A & ASSOCIATES INC held 8,784 UNH 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 8,784 shares
    Change vs previous 13F -8 shares

    0.15% of the 13F portfolio, value $3,650,894.

    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 8,792 shares
    Change vs previous 13F -255 shares

    0.11% of the 13F portfolio, value $2,379,028.

    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 9,047 shares
    Change vs previous 13F -1,209 shares

    0.14% of the 13F portfolio, value $2,986,506.

    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 10,256 shares
    Change vs previous 13F -632 shares

    0.16% of the 13F portfolio, value $3,541,397.

    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 10,888 shares
    Change vs previous 13F +658 shares

    0.17% of the 13F portfolio, value $3,396,628.

    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 10,230 shares
    Change vs previous 13F -1,166 shares

    0.27% of the 13F portfolio, value $5,357,963.

    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 11,396 shares
    Change vs previous 13F -3 shares

    0.27% of the 13F portfolio, value $5,764,781.

    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 11,399 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,664,573.

    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).