Position in WHR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$166,746
-$61,335 QoQ
Shares Held
4,230
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 455 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR 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. WHR ranks #1 (97.7% of the industry book) .
All Filings in WHR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,746 | 4,230 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $228,081 | 4,230 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $160,872 | 2,230 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $175,278 | 2,230 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $161,156 | 1,589 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $114,104 | 1,266 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $144,931 | 1,266 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $135,462 | 1,266 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $129,385 | 1,266 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $96,302 | 805 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $11,899 | 89 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,242 | 89 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,749 | 89 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,589 | 89 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,998 | 89 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,783 | 89 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,377 | 89 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,884 | 89 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $18,143 | 89 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $19,403 | 89 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $19,611 | 89 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,063 | 89 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||