Position in CX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,700
+$266 QoQ
Shares Held
475
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 320 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CX Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $7,954,694 across 6 Building Materials names. CX ranks #4 (0.1% of the industry book) .
All Filings in CX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,700 | 475 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,434 | 475 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,387 | 817 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,687 | 1,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,963 | 1,582 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,875 | 1,582 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,922 | 1,582 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,704 | 1,263 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,651 | 1,041 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,829 | 758 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,075 | 913 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,934 | 913 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,993 | 1,129 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,869 | 1,423 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,763 | 1,423 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||