MONTAG A & ASSOCIATES INC

Position in TM — Toyota Motor Corp/

CIK 829407 ATLANTA, GA

Position in TM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$33,684

-$7,534 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#482

of 639 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $1,527,241 across 6 Auto Manufacturers names. TM ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	2,975	$1,251,285
2	RIVN	Rivian Automotive, Inc. / DE	11,737	$203,636
3	TM	Toyota Motor Corp/ This page	200	$33,684
4	F	Ford Motor Co	1,063	$14,775
5	GM	General Motors Co	171	$13,180
6	HMC	Honda Motor Co Ltd	394	$10,681

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,684	200	0.0%	Shares	Sole	2026-08-05
2026-03-31	$41,218	200	0.0%	Shares	Sole	2026-04-29
2025-12-31	$42,812	200	-8.3%	Shares	Sole	2026-02-02
2025-09-30	$41,657	218	+9.0%	Shares	Sole	2025-11-12
2025-06-30	$34,452	200	-33.3%	Shares	Sole	2025-08-07
2025-03-31	$52,959	300	0.0%	Shares	Sole	2025-05-05
2024-12-31	$58,383	300	0.0%	Shares	Sole	2025-01-30
2024-09-30	$53,571	300	0.0%	Shares	Sole	2024-11-05
2024-06-30	$61,491	300	0.0%	Shares	Sole	2024-07-31
2024-03-31	$75,504	300	-7.7%	Shares	Sole	2024-05-07
2023-12-31	$59,598	325	0.0%	Shares	Sole	2024-02-07
2023-09-30	$58,418	325	0.0%	Shares	Sole	2023-11-09
2023-06-30	$52,243	325	0.0%	Shares	Sole	2023-08-09
2023-03-31	$46,049	325	0.0%	Shares	Sole	2023-05-11
2022-12-31	$44,388	325	0.0%	Shares	Sole	2023-02-02
2022-09-30	$42,344	325	0.0%	Shares	Sole	2022-11-09
2022-06-30	$50,105	325	+62.5%	Shares	Sole	2022-08-10
2022-03-31	$36,050	200	0.0%	Shares	Sole	2022-05-02
2021-12-31	$37,060	200	0.0%	Shares	Sole	2022-02-09
2021-09-30	$35,550	200	0.0%	Shares	Sole	2021-11-08
2021-06-30	$34,968	200	0.0%	Shares	Sole	2021-08-03
2021-03-31	$31,212	200	0.0%	Shares	Sole	2021-05-14
2020-12-31	$30,914	200	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.