Position in FTI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,524
-$619 QoQ
Shares Held
23
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#789
of 814 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $690,789 across 6 Oil & Gas Equipment & Services names. FTI ranks #5 (0.2% of the industry book) .
All Filings in FTI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524 | 23 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,143 | 31 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,604 | 36 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,420 | 36 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,238 | 65 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,059 | 65 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,881 | 65 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,308 | 88 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,301 | 88 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,209 | 88 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,772 | 88 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,034 | 100 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,346 | 81 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $900 | 66 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||