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MONTAG A & ASSOCIATES INC: VIG position timeline

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

MONTAG A & ASSOCIATES INC held 113,648 VIG 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 113,648 shares
    Change vs previous 13F -1,017 shares

    1.14% of the 13F portfolio, value $26,891,310.

    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 114,665 shares
    Change vs previous 13F -586 shares

    1.15% of the 13F portfolio, value $24,659,782.

    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 115,251 shares
    Change vs previous 13F -264 shares

    1.16% of the 13F portfolio, value $25,329,946.

    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 115,515 shares
    Change vs previous 13F +90 shares

    1.15% of the 13F portfolio, value $25,026,909.

    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 115,425 shares
    Change vs previous 13F -2,518 shares

    1.16% of the 13F portfolio, value $23,724,318.

    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 117,943 shares
    Change vs previous 13F +1,437 shares

    1.14% of the 13F portfolio, value $22,879,682.

    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 116,506 shares
    Change vs previous 13F -1,140 shares

    1.08% of the 13F portfolio, value $22,815,373.

    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 117,646 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $23,399,122.

    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).