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MONTAG A & ASSOCIATES INC: IVV position timeline

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

MONTAG A & ASSOCIATES INC held 246,507 IVV 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 246,507 shares
    Change vs previous 13F +3,958 shares

    7.8% of the 13F portfolio, value $184,606,329.

    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 242,549 shares
    Change vs previous 13F -13,465 shares

    7.36% of the 13F portfolio, value $158,435,172.

    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 256,014 shares
    Change vs previous 13F +19,583 shares

    8% of the 13F portfolio, value $175,354,456.

    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 236,431 shares
    Change vs previous 13F +1,198 shares

    7.28% of the 13F portfolio, value $158,243,056.

    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 235,233 shares
    Change vs previous 13F +7,300 shares

    7.12% of the 13F portfolio, value $146,056,369.

    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 227,933 shares
    Change vs previous 13F +10,954 shares

    6.41% of the 13F portfolio, value $128,075,360.

    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 216,979 shares
    Change vs previous 13F +19,734 shares

    6.06% of the 13F portfolio, value $127,731,336.

    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 197,245 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $113,774,656.

    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).