Position in H
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,326
+$601 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 524 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in H Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $17,485,294 across 3 Lodging names. H ranks #3 (0.0% of the industry book) .
All Filings in H
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,326 | 12 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,725 | 12 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,923 | 12 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,845 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,536 | 11 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||