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MONTAG A & ASSOCIATES INC: IVOG position timeline

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

MONTAG A & ASSOCIATES INC held 9,342 IVOG 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 9,342 shares
    Change vs previous 13F -774 shares

    0.06% of the 13F portfolio, value $1,366,735.

    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 10,116 shares
    Change vs previous 13F -1,189 shares

    0.06% of the 13F portfolio, value $1,264,804.

    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 11,305 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,358,868.

    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 11,305 shares
    Change vs previous 13F -1,485 shares

    0.06% of the 13F portfolio, value $1,350,698.

    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 12,790 shares
    Change vs previous 13F -85 shares

    0.07% of the 13F portfolio, value $1,445,654.

    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 12,875 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,328,314.

    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 12,875 shares
    Change vs previous 13F +1,545 shares

    0.07% of the 13F portfolio, value $1,450,884.

    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 11,330 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,298,758.

    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).