Position in R
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$79,131
+$17,718 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 578 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $15,905,153 across 3 Rental & Leasing Services names. R ranks #2 (0.5% of the industry book) .
All Filings in R
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,131 | 300 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $61,413 | 300 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $57,417 | 300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $56,592 | 300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $47,700 | 300 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $43,143 | 300 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $47,058 | 300 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $43,740 | 300 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $37,164 | 300 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $36,057 | 300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $34,518 | 300 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,085 | 300 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,437 | 300 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $26,772 | 300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $25,071 | 300 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $22,647 | 300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,318 | 300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $23,799 | 300 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $24,729 | 300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $24,813 | 300 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $22,299 | 300 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,695 | 300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $18,528 | 300 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||