Position in CVNA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$921
-$22 QoQ
Shares Held
14
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#777
of 809 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $449,975 across 5 Auto & Truck Dealerships names. CVNA ranks #4 (0.2% of the industry book) .
All Filings in CVNA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921 | 14 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $943 | 3 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,266 | 3 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,508 | 4 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||