Position in EXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,575
+$249 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 529 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXP 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. EXP ranks #5 (0.0% of the industry book) .
All Filings in EXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,575 | 7 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,326 | 7 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,446 | 7 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,796 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,425 | 12 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,663 | 12 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,220 | 9 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,588 | 9 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,304 | 6 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,630 | 6 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||