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MONTAG A & ASSOCIATES INC → RTPPF
MONTAG A & ASSOCIATES INC RTPPF Position History
Rio Tinto Group • Basic Materials
Quarters held
5
Latest value
$5.9M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q4 2025 | $5.1M |
| Q1 2026 | $6M |
| Q2 2026 | $6M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 63.0K | — | — |
| Q2 2026 | $6M | 63.3K | — | — |
| Q1 2026 | $6M | 62.9K | — | — |
| Q4 2025 | $5.1M | 63.5K | — | — |
| Q3 2025 | $4.2M | 63.5K | — | — |