Montgomery Financial Services LLC

Q3 2026 13F Holdings

Location
Ocean City, MD
Holdings as of
9/30/2026
Value
$121M
Num holdings
370
Date filed
11/3/2026
Form type
13F-HR
Holdings also reported by
Prev filing
8/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type