MONTAG A & ASSOCIATES INC

Position in RIVN — Rivian Automotive, Inc. / DE

CIK 829407 ATLANTA, GA

Position in RIVN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$203,636

+$26,995 QoQ

Shares Held

11,737

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#449

of 812 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $1,527,241 across 6 Auto Manufacturers names. RIVN ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	2,975	$1,251,285
2	RIVN	Rivian Automotive, Inc. / DE This page	11,737	$203,636
3	TM	Toyota Motor Corp/	200	$33,684
4	F	Ford Motor Co	1,063	$14,775
5	GM	General Motors Co	171	$13,180
6	HMC	Honda Motor Co Ltd	394	$10,681

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,636	11,737	0.0%	Shares	Sole	2026-08-05
2026-03-31	$176,641	11,737	0.0%	Shares	Sole	2026-04-29
2025-12-31	$231,336	11,737	-11.3%	Shares	Sole	2026-02-02
2025-09-30	$194,319	13,237	-12.7%	Shares	Sole	2025-11-12
2025-06-30	$208,215	15,154	0.0%	Shares	Sole	2025-08-07
2025-03-31	$188,667	15,154	0.0%	Shares	Sole	2025-05-05
2024-12-31	$201,548	15,154	+10.6%	Shares	Sole	2025-01-30
2024-09-30	$153,714	13,700	0.0%	Shares	Sole	2024-11-05
2024-06-30	$183,854	13,700	0.0%	Shares	Sole	2024-07-31
2024-03-31	$150,015	13,700	+16.3%	Shares	Sole	2024-05-07
2023-12-31	$276,429	11,783	-0.4%	Shares	Sole	2024-02-07
2023-09-30	$287,183	11,828	0.0%	Shares	Sole	2023-11-09
2023-06-30	$197,054	11,828	0.0%	Shares	Sole	2023-08-09
2023-03-31	$183,097	11,828	0.0%	Shares	Sole	2023-05-11
2022-12-31	$217,990	11,828	-2.1%	Shares	Sole	2023-02-02
2022-09-30	$397,651	12,083	0.0%	Shares	Sole	2022-11-09
2022-06-30	$311,016	12,083	+3927.7%	Shares	Sole	2022-08-10
2022-03-31	$15,072	300	+50.0%	Shares	Sole	2022-05-02
2021-12-31	$20,738	200	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.