Position in AEM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$77,565
-$23,925 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#894
of 1,052 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $515,798 across 6 Gold names. AEM ranks #3 (15.0% of the industry book) .
All Filings in AEM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,565 | 500 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $101,490 | 500 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $84,765 | 500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $85,122 | 505 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,465 | 500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $54,205 | 500 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $39,105 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $21,751 | 270 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $17,658 | 270 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,105 | 270 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $14,809 | 270 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,271 | 270 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,494 | 270 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,053 | 158 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,214 | 158 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,672 | 158 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,230 | 158 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,675 | 158 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||