Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: V position timeline

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

MONTAG A & ASSOCIATES INC held 69,913 V 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 69,913 shares
    Change vs previous 13F +1,144 shares

    1.01% of the 13F portfolio, value $23,986,353.

    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 68,769 shares
    Change vs previous 13F +842 shares

    0.97% of the 13F portfolio, value $20,784,656.

    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 67,927 shares
    Change vs previous 13F -4,234 shares

    1.09% of the 13F portfolio, value $23,822,547.

    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 72,161 shares
    Change vs previous 13F -691 shares

    1.13% of the 13F portfolio, value $24,634,299.

    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 72,852 shares
    Change vs previous 13F -2,815 shares

    1.26% of the 13F portfolio, value $25,865,932.

    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 75,667 shares
    Change vs previous 13F +405 shares

    1.33% of the 13F portfolio, value $26,518,102.

    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 75,262 shares
    Change vs previous 13F -832 shares

    1.13% of the 13F portfolio, value $23,785,908.

    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 76,094 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $20,922,117.

    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).