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Empire St Rlty Op L P unit ltd prt 250 shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Empire St Rlty Op L P unit ltd prt 250 (FISK) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Empire St Rlty Op L P unit ltd prt 250

Tip: Access up to 7 years of quarterly data

All positions including Empire St Rlty Op L P unit ltd prt 250 held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Empire St Rlty Op L P unit ltd prt 250 by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $55k 11k 5.02

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Applied Materials (AMAT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for A. Montag and Associates

Top funds holding Empire St Rlty Op L P unit ltd prt 250

Susquehanna International
CI Private Wealth
Sontag Advisory
Advisor Group Holdings
A. Montag and Associates
Bell Investment Advisors
UBS Group
Morgan Stanley
Wells Fargo & Company

View all funds holding Empire St Rlty Op L P unit ltd prt 250