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MONTAG A & ASSOCIATES INC: IUSV position timeline

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

MONTAG A & ASSOCIATES INC held 18,661 IUSV 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 18,661 shares
    Change vs previous 13F -2,701 shares

    0.09% of the 13F portfolio, value $2,055,510.

    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 21,362 shares
    Change vs previous 13F -5,563 shares

    0.1% of the 13F portfolio, value $2,184,265.

    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 26,925 shares
    Change vs previous 13F -842 shares

    0.13% of the 13F portfolio, value $2,760,890.

    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 27,767 shares
    Change vs previous 13F -758 shares

    0.13% of the 13F portfolio, value $2,775,312.

    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 28,525 shares
    Change vs previous 13F +6,224 shares

    0.13% of the 13F portfolio, value $2,699,321.

    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 22,301 shares
    Change vs previous 13F +631 shares

    0.1% of the 13F portfolio, value $2,058,160.

    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 21,670 shares
    Change vs previous 13F -279 shares

    0.1% of the 13F portfolio, value $2,006,426.

    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 21,949 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,095,911.

    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).