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MONTGOMERY INVESTMENT MANAGEMENT INC: LH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTGOMERY INVESTMENT MANAGEMENT INC on LH, newest first. How the timeline and the estimate are built.

MONTGOMERY INVESTMENT MANAGEMENT INC held 4,710 LH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,710 shares
    Change vs previous 13F -100 shares

    0.4% of the 13F portfolio, value $1,318,800.

    13F-HR 0001272544-26-000003 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 4,810 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,283,356.

    13F-HR 0001272544-26-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 4,810 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,206,733.

    13F-HR 0001272544-26-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 4,810 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,380,759.

    13F-HR 0001272544-25-000008 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 4,810 shares
    Change vs previous 13F -700 shares

    0.49% of the 13F portfolio, value $1,262,673.

    13F-HR 0001272544-25-000006 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 5,510 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,282,397.

    13F-HR 0001272544-25-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 5,510 shares
    Change vs previous 13F -100 shares

    0.5% of the 13F portfolio, value $1,263,553.

    13F-HR 0001272544-25-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT 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 5,610 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,253,723.

    13F-HR 0001272544-24-000007 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).