MONTAG A & ASSOCIATES INC
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 829407
ATLANTA, GA
Position in BIPH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,467
+$51 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 349 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $234,967 across 3 Utilities - Diversified names. BIPH ranks #3 (1.0% of the industry book) .
All Filings in BIPH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467 | 160 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,416 | 160 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,606 | 160 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,705 | 160 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,537 | 160 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,504 | 334 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,564 | 334 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,429 | 334 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||