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MONTAG A & ASSOCIATES INC: VOO position timeline

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

MONTAG A & ASSOCIATES INC held 40,213 VOO 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 40,213 shares
    Change vs previous 13F +3,260 shares

    1.17% of the 13F portfolio, value $27,618,446.

    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 36,953 shares
    Change vs previous 13F +2,642 shares

    1.03% of the 13F portfolio, value $22,081,053.

    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 34,311 shares
    Change vs previous 13F -550 shares

    0.98% of the 13F portfolio, value $21,517,234.

    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 34,861 shares
    Change vs previous 13F -3,969 shares

    0.99% of the 13F portfolio, value $21,408,619.

    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 38,830 shares
    Change vs previous 13F +1,147 shares

    1.08% of the 13F portfolio, value $22,124,072.

    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 37,683 shares
    Change vs previous 13F +1,377 shares

    0.97% of the 13F portfolio, value $19,365,671.

    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 36,306 shares
    Change vs previous 13F -480 shares

    0.93% of the 13F portfolio, value $19,562,036.

    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 36,786 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $19,471,147.

    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).