Position in GM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,180
+$441 QoQ
Shares Held
171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,402
of 1,547 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $1,527,241 across 6 Auto Manufacturers names. GM ranks #5 (0.9% of the industry book) .
All Filings in GM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,180 | 171 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,739 | 171 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,905 | 171 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $42,557 | 698 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,380 | 658 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,708 | 738 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $39,313 | 738 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $33,091 | 738 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $30,570 | 658 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,840 | 658 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $105,141 | 3,189 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $122,967 | 3,189 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $116,972 | 3,189 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $140,917 | 4,189 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $134,425 | 4,189 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $101,282 | 3,189 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $139,486 | 3,189 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $186,971 | 3,189 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $168,092 | 3,189 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $188,693 | 3,189 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $183,239 | 3,189 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $132,789 | 3,189 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||