Position in HMC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,681
+$1,103 QoQ
Shares Held
394
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 379 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HMC 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. HMC ranks #6 (0.7% of the industry book) .
All Filings in HMC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,681 | 394 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,578 | 394 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,875 | 335 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,242 | 365 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,658 | 335 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,088 | 335 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,508 | 263 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,790 | 214 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,899 | 214 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,967 | 214 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,614 | 214 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,198 | 214 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,486 | 214 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,966 | 263 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,029 | 220 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||