Position in BMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$890
-$176 QoQ
Shares Held
6
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 476 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $1,314,913 across 6 Scientific & Technical Instruments names. BMI ranks #5 (0.1% of the industry book) .
All Filings in BMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890 | 6 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,066 | 7 | Shares | Sole | 2026-04-29 | |
| 2024-12-31 | $424 | 2 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $873 | 4 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $745 | 4 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $647 | 4 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||