Position in EHC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$276,251
+$11,985 QoQ
Shares Held
2,733
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#409
of 592 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $334,750 across 4 Medical Care Facilities names. EHC ranks #1 (82.5% of the industry book) .
All Filings in EHC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,251 | 2,733 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $264,266 | 2,732 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $289,549 | 2,728 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $449,396 | 3,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $430,921 | 3,514 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $355,897 | 3,514 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $324,517 | 3,514 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $339,592 | 3,514 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $301,380 | 3,513 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $289,938 | 3,511 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $233,520 | 3,500 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $235,060 | 3,500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $236,985 | 3,500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $189,350 | 3,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $209,335 | 3,500 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $158,305 | 3,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $112,100 | 2,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $142,219 | 2,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $130,520 | 2,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $150,080 | 2,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $156,060 | 2,000 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $163,799 | 2,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $165,379 | 2,000 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||