Position in BIPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,437
-$383 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 389 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $22,270 across 3 Utilities - Regulated Gas names. BIPC ranks #1 (64.8% of the industry book) .
All Filings in BIPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,437 | 375 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,820 | 375 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,025 | 375 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,420 | 375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,600 | 375 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,571 | 375 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,003 | 375 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||