Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: UNP position timeline

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

MONTAG A & ASSOCIATES INC held 11,470 UNP 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 11,470 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,119,840.

    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 11,470 shares
    Change vs previous 13F +200 shares

    0.13% of the 13F portfolio, value $2,782,852.

    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 11,270 shares
    Change vs previous 13F +769 shares

    0.12% of the 13F portfolio, value $2,606,977.

    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 10,501 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $2,482,122.

    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 10,492 shares
    Change vs previous 13F -1,147 shares

    0.12% of the 13F portfolio, value $2,414,000.

    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 11,639 shares
    Change vs previous 13F -584 shares

    0.14% of the 13F portfolio, value $2,749,598.

    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 12,223 shares
    Change vs previous 13F -100 shares

    0.13% of the 13F portfolio, value $2,787,333.

    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 12,323 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,037,381.

    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).