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MONTAG A & ASSOCIATES INC: VO position timeline

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

MONTAG A & ASSOCIATES INC held 288,508 VO 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 288,508 shares
    Change vs previous 13F +214,776 shares

    0.98% of the 13F portfolio, value $23,245,090.

    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 73,732 shares
    Change vs previous 13F +2,895 shares

    0.98% of the 13F portfolio, value $21,174,356.

    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 70,837 shares
    Change vs previous 13F +402 shares

    0.94% of the 13F portfolio, value $20,558,315.

    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 70,435 shares
    Change vs previous 13F -689 shares

    0.96% of the 13F portfolio, value $20,762,414.

    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 71,124 shares
    Change vs previous 13F +692 shares

    0.97% of the 13F portfolio, value $19,979,600.

    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 70,432 shares
    Change vs previous 13F -11,843 shares

    0.91% of the 13F portfolio, value $18,215,129.

    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 82,275 shares
    Change vs previous 13F +21,463 shares

    1.03% of the 13F portfolio, value $21,731,177.

    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 60,812 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $16,044,063.

    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).