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MONTAG A & ASSOCIATES INC: VEA position timeline

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

MONTAG A & ASSOCIATES INC held 125,021 VEA 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 125,021 shares
    Change vs previous 13F +52,360 shares

    0.38% of the 13F portfolio, value $8,907,772.

    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 72,661 shares
    Change vs previous 13F +35,180 shares

    0.22% of the 13F portfolio, value $4,656,140.

    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 37,481 shares
    Change vs previous 13F +26,980 shares

    0.11% of the 13F portfolio, value $2,341,461.

    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 10,501 shares
    Change vs previous 13F +995 shares

    0.03% of the 13F portfolio, value $629,242.

    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 9,506 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $541,958.

    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 10,506 shares
    Change vs previous 13F -18,285 shares

    0.03% of the 13F portfolio, value $534,039.

    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 28,791 shares
    Change vs previous 13F +19,014 shares

    0.07% of the 13F portfolio, value $1,376,803.

    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 9,777 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $516,343.

    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).