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MONTAG A & ASSOCIATES INC: WFC position timeline

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

MONTAG A & ASSOCIATES INC held 26,573 WFC 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 26,573 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,196,018.

    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 26,573 shares
    Change vs previous 13F -17,417 shares

    0.1% of the 13F portfolio, value $2,115,501.

    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 43,990 shares
    Change vs previous 13F -20,163 shares

    0.19% of the 13F portfolio, value $4,099,896.

    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 64,153 shares
    Change vs previous 13F +96 shares

    0.25% of the 13F portfolio, value $5,377,330.

    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 64,057 shares
    Change vs previous 13F +13,682 shares

    0.25% of the 13F portfolio, value $5,132,254.

    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 50,375 shares
    Change vs previous 13F -2,308 shares

    0.18% of the 13F portfolio, value $3,616,422.

    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 52,683 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,700,454.

    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 52,683 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,976,063.

    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).