Position in HUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$39,324
+$22,159 QoQ
Shares Held
99
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#779
of 919 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $5,078,169 across 5 Healthcare Plans names. HUM ranks #4 (0.8% of the industry book) .
All Filings in HUM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,324 | 99 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $17,165 | 99 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,356 | 99 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,300 | 5 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||