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MONTAG A & ASSOCIATES INC: VGSH position timeline

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

MONTAG A & ASSOCIATES INC held 406,669 VGSH 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 406,669 shares
    Change vs previous 13F -1,959 shares

    1% of the 13F portfolio, value $23,668,136.

    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 408,628 shares
    Change vs previous 13F +99,083 shares

    1.11% of the 13F portfolio, value $23,921,084.

    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 309,545 shares
    Change vs previous 13F +38,691 shares

    0.83% of the 13F portfolio, value $18,179,578.

    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 270,854 shares
    Change vs previous 13F -14,785 shares

    0.73% of the 13F portfolio, value $15,939,758.

    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 285,639 shares
    Change vs previous 13F +5,153 shares

    0.82% of the 13F portfolio, value $16,789,861.

    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 280,486 shares
    Change vs previous 13F +43,442 shares

    0.82% of the 13F portfolio, value $16,461,724.

    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 237,044 shares
    Change vs previous 13F -15,219 shares

    0.65% of the 13F portfolio, value $13,791,220.

    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 252,263 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $14,888,563.

    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).