Position in MBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,385
+$652 QoQ
Shares Held
329
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 344 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBC Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $170,758 across 3 Furnishings, Fixtures & Appliances names. MBC ranks #2 (2.0% of the industry book) .
All Filings in MBC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,385 | 329 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,733 | 329 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,632 | 329 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,332 | 329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,595 | 329 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,296 | 329 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,728 | 529 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,807 | 529 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $15,531 | 1,058 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,826 | 1,058 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $15,711 | 1,058 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,854 | 1,058 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,304 | 1,058 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,506 | 1,058 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,987 | 1,058 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||