MONTAG A & ASSOCIATES INC: WMT position timeline

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

MONTAG A & ASSOCIATES INC held 230,764 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 230,764 shares
Change vs previous 13F -2,790 shares
1.1% of the 13F portfolio, value $26,136,339.
13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 233,554 shares
Change vs previous 13F +462 shares
1.35% of the 13F portfolio, value $29,082,698.
13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 233,092 shares
Change vs previous 13F -6,741 shares
1.19% of the 13F portfolio, value $25,968,804.
13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 239,833 shares
Change vs previous 13F -2,336 shares
1.14% of the 13F portfolio, value $24,717,189.
13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 242,169 shares
Change vs previous 13F -7,042 shares
1.15% of the 13F portfolio, value $23,679,285.
13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 249,211 shares
Change vs previous 13F -3,547 shares
1.1% of the 13F portfolio, value $21,935,748.
13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 252,758 shares
Change vs previous 13F -2,469 shares
1.09% of the 13F portfolio, value $22,888,551.
13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 255,227 shares
Change vs previous 13F not available
0.97% of the 13F portfolio, value $20,609,581.
13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).