Investment Managers Ser Tr I shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Investment Managers Ser Tr I
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Quarterly reported holdings in Investment Managers Ser Tr I by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65k | 3.5k | 18.33 |
| 2025-06-30 | $58k | 3.5k | 16.35 |
| 2025-03-31 | $51k | 3.5k | 14.49 |
| 2024-12-31 | $51k | 3.5k | 14.49 |
| 2024-09-30 | $55k | 3.5k | 15.51 |
| 2024-06-30 | $53k | 3.5k | 14.90 |
More positions owned by A. Montag and Associates
Home Depot (HD)
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