Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: VZ position timeline

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

MONTAG A & ASSOCIATES INC held 28,177 VZ 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 28,177 shares
    Change vs previous 13F -2,684 shares

    0.05% of the 13F portfolio, value $1,193,001.

    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 30,861 shares
    Change vs previous 13F +2,574 shares

    0.07% of the 13F portfolio, value $1,549,206.

    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 28,287 shares
    Change vs previous 13F +505 shares

    0.05% of the 13F portfolio, value $1,152,117.

    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 27,782 shares
    Change vs previous 13F +1,024 shares

    0.06% of the 13F portfolio, value $1,221,005.

    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 26,758 shares
    Change vs previous 13F -1,562 shares

    0.06% of the 13F portfolio, value $1,157,805.

    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 28,320 shares
    Change vs previous 13F -21,497 shares

    0.06% of the 13F portfolio, value $1,284,581.

    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 49,817 shares
    Change vs previous 13F -13,975 shares

    0.09% of the 13F portfolio, value $1,992,169.

    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 63,792 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,864,884.

    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).