Position in WPP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,189
-$20 QoQ
Shares Held
335
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 139 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $670,594 across 4 Advertising Agencies names. WPP ranks #3 (0.8% of the industry book) .
All Filings in WPP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,189 | 335 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,209 | 335 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,524 | 335 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,391 | 335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,557 | 273 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,806 | 232 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,924 | 232 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,869 | 232 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,620 | 232 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,661 | 457 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $21,739 | 457 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,373 | 457 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $23,891 | 457 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,403 | 410 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,664 | 400 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,297 | 250 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,647 | 250 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,365 | 250 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $41,552 | 550 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $36,872 | 550 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $37,284 | 550 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $35,145 | 550 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $54,080 | 1,000 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||