Position in OSK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$79,809
-$11,461 QoQ
Shares Held
520
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#460
of 594 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $16,345,167 across 5 Farm & Heavy Construction Machinery names. OSK ranks #3 (0.5% of the industry book) .
All Filings in OSK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,809 | 520 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $91,270 | 620 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $77,890 | 620 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,928 | 38 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,314 | 38 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,575 | 38 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $352,804 | 3,711 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $442,126 | 4,412 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,395,223 | 22,137 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,303,542 | 42,527 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,482,263 | 22,897 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,351,776 | 24,644 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $911,013 | 10,521 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,217,672 | 14,639 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,291,013 | 14,639 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,374,661 | 19,557 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,659,638 | 20,205 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,336,579 | 72,892 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,108,244 | 71,939 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,872,922 | 106,212 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,572,810 | 100,873 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $9,212,643 | 77,639 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||