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MONTAG A & ASSOCIATES INC: WY position timeline

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

MONTAG A & ASSOCIATES INC held 55,328 WY 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 55,328 shares
    Change vs previous 13F -66,681 shares

    0.06% of the 13F portfolio, value $1,324,560.

    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 122,009 shares
    Change vs previous 13F +63,010 shares

    0.14% of the 13F portfolio, value $2,980,688.

    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 58,999 shares
    Change vs previous 13F -5,001 shares

    0.06% of the 13F portfolio, value $1,397,694.

    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 64,000 shares
    Change vs previous 13F +1,220 shares

    0.07% of the 13F portfolio, value $1,586,568.

    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 62,780 shares
    Change vs previous 13F -1,316 shares

    0.08% of the 13F portfolio, value $1,612,827.

    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 64,096 shares
    Change vs previous 13F -3,491 shares

    0.09% of the 13F portfolio, value $1,876,741.

    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 67,587 shares
    Change vs previous 13F -2,156 shares

    0.09% of the 13F portfolio, value $1,902,583.

    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 69,743 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,361,509.

    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).