Position in APP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$17,002
+$4,266 QoQ
Shares Held
33
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,311
of 1,444 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $670,594 across 4 Advertising Agencies names. APP ranks #2 (2.5% of the industry book) .
All Filings in APP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,002 | 33 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,736 | 32 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,236 | 33 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $51,016 | 71 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,354 | 61 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $264 | 1 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $647 | 2 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $130 | 1 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||