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MONTAG A & ASSOCIATES INC: GVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on GVI, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 31,001 GVI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,001 shares
    Change vs previous 13F +2,007 shares

    0.14% of the 13F portfolio, value $3,289,052.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,994 shares
    Change vs previous 13F -622 shares

    0.14% of the 13F portfolio, value $3,093,080.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,616 shares
    Change vs previous 13F +8,631 shares

    0.15% of the 13F portfolio, value $3,179,278.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,985 shares
    Change vs previous 13F +1,456 shares

    0.1% of the 13F portfolio, value $2,254,566.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,529 shares
    Change vs previous 13F +1,161 shares

    0.1% of the 13F portfolio, value $2,085,502.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,368 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $1,947,376.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,383 shares
    Change vs previous 13F +115 shares

    0.09% of the 13F portfolio, value $1,916,061.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,268 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,956,503.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).