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MONTAG A & ASSOCIATES INC: VCRB position timeline

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

MONTAG A & ASSOCIATES INC held 10,315 VCRB 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 10,315 shares
    Change vs previous 13F +4,299 shares

    0.03% of the 13F portfolio, value $796,656.

    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 6,016 shares
    Change vs previous 13F +1,296 shares

    0.02% of the 13F portfolio, value $465,519.

    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 4,720 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $367,665.

    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).