MONTAG A & ASSOCIATES INC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $54,909 | 4,929 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $56,387 | 4,929 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $59,739 | 4,929 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $60,380 | 4,929 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $63,091 | 4,929 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $62,844 | 4,929 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $64,471 | 4,929 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $64,224 | 4,929 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $62,401 | 4,929 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $59,690 | 4,929 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $57,915 | 4,929 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $55,845 | 4,929 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $53,923 | 4,929 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $54,761 | 4,929 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $60,478 | 4,929 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $66,097 | 4,929 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $44,708 | 3,029 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $44,253 | 3,029 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $42,860 | 3,029 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $27,979 | 2,029 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $25,829 | 2,029 | Shares | Sole | 2021-02-12 |