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MONTAG A & ASSOCIATES INC: WTW position timeline

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

MONTAG A & ASSOCIATES INC held 7,064 WTW 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 7,064 shares
    Change vs previous 13F -542 shares

    0.08% of the 13F portfolio, value $1,851,288.

    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 7,606 shares
    Change vs previous 13F -930 shares

    0.1% of the 13F portfolio, value $2,216,555.

    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 8,536 shares
    Change vs previous 13F -276 shares

    0.13% of the 13F portfolio, value $2,811,047.

    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 8,812 shares
    Change vs previous 13F +276 shares

    0.14% of the 13F portfolio, value $3,050,477.

    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 8,536 shares
    Change vs previous 13F -452 shares

    0.13% of the 13F portfolio, value $2,622,567.

    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 8,988 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,044,028.

    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 8,988 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,821,650.

    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 8,988 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,653,485.

    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).