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MONTAG A & ASSOCIATES INC: VDE position timeline

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

MONTAG A & ASSOCIATES INC held 37,024 VDE 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 37,024 shares
    Change vs previous 13F -14,449 shares

    0.23% of the 13F portfolio, value $5,558,414.

    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 51,473 shares
    Change vs previous 13F +27,216 shares

    0.41% of the 13F portfolio, value $8,906,888.

    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 24,257 shares
    Change vs previous 13F -8,941 shares

    0.14% of the 13F portfolio, value $3,054,442.

    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 33,198 shares
    Change vs previous 13F -506 shares

    0.19% of the 13F portfolio, value $4,178,301.

    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 33,704 shares
    Change vs previous 13F -646 shares

    0.2% of the 13F portfolio, value $4,014,773.

    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 34,350 shares
    Change vs previous 13F -1,496 shares

    0.22% of the 13F portfolio, value $4,455,575.

    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 35,846 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $4,348,476.

    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 35,842 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,427,260.

    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).