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MONTAG A & ASSOCIATES INC: VCIT position timeline

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

MONTAG A & ASSOCIATES INC held 91,449 VCIT 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 91,449 shares
    Change vs previous 13F -1,281 shares

    0.32% of the 13F portfolio, value $7,558,287.

    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 92,730 shares
    Change vs previous 13F +57,897 shares

    0.36% of the 13F portfolio, value $7,673,371.

    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 34,833 shares
    Change vs previous 13F -6,066 shares

    0.13% of the 13F portfolio, value $2,917,267.

    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 40,899 shares
    Change vs previous 13F +2,367 shares

    0.16% of the 13F portfolio, value $3,440,049.

    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 38,532 shares
    Change vs previous 13F +51 shares

    0.16% of the 13F portfolio, value $3,195,089.

    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 38,481 shares
    Change vs previous 13F -3,142 shares

    0.16% of the 13F portfolio, value $3,146,205.

    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 41,623 shares
    Change vs previous 13F -2,495 shares

    0.16% of the 13F portfolio, value $3,341,098.

    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 44,118 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,694,862.

    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).