Position in WMS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$959
-$14,686 QoQ
Shares Held
7
-95.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $8,019,823 across 5 Building Products & Equipment names.
All Filings in WMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $959 | 7 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $15,645 | 144 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,646 | 144 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,631 | 144 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $23,096 | 144 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,802 | 144 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $20,252 | 144 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,391 | 144 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,384 | 144 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,126 | 144 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,065 | 74 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,203 | 74 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||