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MONTAG A & ASSOCIATES INC: VCSH position timeline

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

MONTAG A & ASSOCIATES INC held 153,937 VCSH 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 153,937 shares
    Change vs previous 13F +896 shares

    0.51% of the 13F portfolio, value $12,165,642.

    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 153,041 shares
    Change vs previous 13F -476 shares

    0.56% of the 13F portfolio, value $12,131,561.

    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 153,517 shares
    Change vs previous 13F -3,512 shares

    0.56% of the 13F portfolio, value $12,239,911.

    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 157,029 shares
    Change vs previous 13F -8,439 shares

    0.58% of the 13F portfolio, value $12,551,328.

    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 165,468 shares
    Change vs previous 13F -1,469 shares

    0.64% of the 13F portfolio, value $13,154,706.

    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 166,937 shares
    Change vs previous 13F -56,686 shares

    0.66% of the 13F portfolio, value $13,178,007.

    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 223,623 shares
    Change vs previous 13F -8,970 shares

    0.83% of the 13F portfolio, value $17,444,831.

    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 232,593 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $18,472,537.

    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).